Misha Britt Schryer

Employer firm

Bull Harbor Capital LLC. CRD 324995

$355M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → 08/2018
  Guardian Life Insurance Co
  Greenwood Village, CO
• 03/2015 → 08/2018
  Park Avenue Securities Llc
  Greenwood Village, CO
• 08/2018 → Present
  Headway Financial Solutions, Llc
  Lakewood, CO
• 05/2013 → 08/2018
  Wealth Strategies Group
  Greenwood Village, CO
• 08/2023 → Present
  Bull Harbor Capital, Llc
  Bethesda, MD

Previous Registrations

• 2018-09-14 → 2024-10-09
  Headway Financial Solutions, Llc
  Lakewood, CO
• 2015-07-23 → 2018-09-12
  Park Avenue Securities Llc
  Greenwood Village, CO

Other Businesses

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

Exams

• S66 Uniform Combined State Law Examination
  2015-06-12
• S63 Uniform Securities Agent State Law Examination
  1994-08-26

Other Names

• Misha Schryer
• Michelle Britt Schryer