Chad Reineke
Investment adviser representative at Bull Harbor Capital LLC.
12 yearsExperience
2 statesRegistered in
$354.8MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Bull Harbor Capital, LLCAug 2024 to now
- Integrity First WealthDec 2022 to now
- Hazard & Siegel IncJun 2022 to Jan 2024
- Park Avenue SecuritiesSep 2015 to Jun 2022
- Guardian Life Insurance CompanyNov 2014 to Jan 2022
- Legends Sports AcademyJun 2014 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (MD, OH).
Bull Harbor Capital LLC.
$354.8MAssets managed
426Clients
27Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6415249
- Firm CRD
- 324995