Dillon Szmala (CRD# 7162177) is an Investment Advisor Representative working at Bull Harbor Capital LLC in Bellport, NY and has over 4 years of experience in the finance industry.
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 4658014
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bull Harbor Capital, LLC | Bethesda, MD | Jul 2023 - Current | < 1 |
| Wealth Advisory Group LLC | Woodbury, NY | Aug 2019 - Jul 2023 | 3 |
| Guardian Life Insurance Company | Woodbury, NY | Aug 2019 - Jul 2023 | 3 |
| Park Avenue Securities | Woodbury, NY | Aug 2019 - Jul 2023 | 3 |
| Jts On The Bay | Blue Point, NY | Jun 2016 - May 2019 | 2 |
| Suny Geneseo | Geneseo, NY | Jan 2016 - May 2019 | 3 |
| Suffolk County Community College | Selden, NY | Jun 2015 - Dec 2015 | < 1 |
| Shoprite | Patchogue, NY | Jan 2014 - Jun 2015 | 1 |
| Patchogue-medford High School | Medford, NY | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2020 |
- CT
- MD
- NV
- NY
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Total Assets Under Management174MILLIONS
-
Total Number of Accounts876ACCOUNTS
-
Average Account Value$198,530
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AR, AZ, CA, CO, CT, FL, IL, MA, MD, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TX, WA
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