Safe Harbor Fiduciary, LLC

Safe Harbor Fiduciary, LLC (CRD# 169659) is a financial advisory firm headquartered in Pensacola, FL. They manage $35,837,457 in 269 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    269
    ACCOUNTS
  • Average Account Value
    $133,225
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL

Financial Advisors at Safe Harbor Fiduciary, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Donald M. Moore
CRD#: 5770086
700 South Palafox Street, Suite 300, Pensacola, FL 32502
93
Wealthminder
score

Donald Moore (CRD# 5770086) is an Investment Advisor Representative working at Safe Harbor Fiduciary, LLC in Pensacola, FL and has over 6 years of experience in the finance industry.

2
Bryanna R. Andrews-Partsch
CRD#: 6651567
700 South Palafox Street, Suite 300, Pensacola, FL 32502
90
Wealthminder
score

Bryanna Andrews-Partsch (CRD# 6651567) is an Investment Advisor Representative working at Safe Harbor Fiduciary, LLC in Pensacola, FL and has 1 year of experience in the finance industry.

3
Scott R. McCaghren
CRD#: 5801543
700 South Palafox Street, Suite 300, Pensacola, FL 32502
90
Wealthminder
score

Scott McCaghren (CRD# 5801543) is an Investment Advisor Representative working at Safe Harbor Fiduciary, LLC in Pensacola, FL and has over 5 years of experience in the finance industry.

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