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MS

Misha B. Schryer

BULL HARBOR CAPITAL LLC.
Lakewood, CO
Some features on this profile are disabled
CRD#: 2482400
MS

Professional summary

Misha Britt Schryer, who also goes by Michelle Britt Schryer, Misha Schryer, is a registered financial advisor currently at BULL HARBOR CAPITAL LLC. located in Lakewood, Colorado.

Misha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Misha has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michelle Britt Schryer | Misha Schryer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. BNI, President. Address: N/A; 3 hours total month, 3 hours during trading hours; not investment related 2. Rental property owner. Address: N/A; 0 hours total month, 0 hours during trading hours; not investment related 3. Insurance broker for multiple agencies. Address: N/A; 20 hours total month, 20 hours during trading hours; not investment related

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Misha Britt Schryer's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 23, 2023 - Present

BULL HARBOR CAPITAL LLC.

RIA
CRD#: 324995
Lakewood, CO
Past

September 14, 2018 - October 9, 2024

HEADWAY FINANCIAL SOLUTIONS, LLC

RIA
CRD#: 298179
LAKEWOOD, CO
Past

July 23, 2015 - September 12, 2018

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
GREENWOOD VILLAGE, CO
Past

May 11, 2015 - September 12, 2018

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
GREENWOOD VILLAGE, CO
Past

August 26, 1994 - February 7, 1995

EDWARD JONES

BD
CRD#: 250

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BH
BULL HARBOR CAPITAL LLC.
BULL HARBOR CAPITAL LLC. | VALENT WEALTH | BULL HARBOR LLC

CRD#: 324995 / SEC#: 801-127531

RIA
Registered Investment Advisory firm - (3/30/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(8/24/2023)
IAR
Maryland
(8/23/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/12/2015
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/26/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/12/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/11/2015
General Securities Representative Examination

Current Firm

BH
BULL HARBOR CAPITAL LLC.
BULL HARBOR CAPITAL LLC. | VALENT WEALTH | BULL HARBOR LLC

CRD#: 324995 / SEC#: 801-127531

RIA
Registered Investment Advisory firm - (3/30/2023 Approved)
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Contact information

Main Address
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814
Mailing Address
Phone number
(804) 965-5408
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (29 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BULL HARBOR CAPITAL ADV 2B BROCHURE AUGUST 26 2025 (8/26/2025)

Regulatory assets under management

Total Number of Accounts1,759
AUM (Assets Under Management)$ 343,999,497

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BULL HARBOR CAPITAL LLC.

CRD#: 324995Lakewood, CO

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