Daniel Salazar (CRD# 5682897) is an Investment Advisor Representative working at Bull Harbor Capital LLC in Bethesda, MD and has over 13 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bull Harbor Capital, LLC | Bethesda, MD | Aug 2023 - Current | < 1 |
| Guardian Life Insurance Company | Melville, NY | Mar 2021 - Jul 2023 | 2 |
| Park Avenue Securities | Melville, NY | Mar 2021 - Jul 2023 | 2 |
| Guardian Life Insurance Co Of America | Woodbury, NY | Jan 2011 - Mar 2021 | 10 |
| Park Avenue Securities LLC | Woodbury, NY | Jan 2011 - Mar 2021 | 10 |
| Us Premir Soccer Academy | Watagh, NY | Mar 2008 - Aug 2015 | 7 |
| Three Village Scocer | Stone Brook, NY | Feb 2008 - Aug 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2013 |
- MD
- NY
-
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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