Unclaimed Profile

Daniel Robert Zibinskas

HARBOR ADVISORY CORPORATION·PORTSMOUTH, New Hampshire

Series 7, Series 63, Series 65Clean record15 years registeredHARBOR ADVISORY CORPORATION

500 MARKET ST., STE 11, PORTSMOUTH, NH 03801CRD# 2283495Firm CRD# 105151

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Robert Zibinskas · PORTSMOUTH, NH

Registration

CRD #2283495 · HARBOR ADVISORY CORPORATION · 15 years registered

Brand Profile

Not yet started

Career History

HARBOR ADVISORY CORPORATION

Feb 2021 – present

BEAUMONT FINANCIAL PARTNERS LLC

Oct 2011 – Nov 2020

NEEDHAM, MA

SHEPHERD KAPLAN LLC

Aug 2010 – Oct 2011

BOSTON, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · August 23, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HARBOR ADVISORY CORPORATION

CRD 105151 · SEC 801-8915

AUM

$403M

Regulatory assets under management

Employees

408 client accounts

Services offered by HARBOR ADVISORY CORPORATION

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HARBOR ADVISORY CORPORATION →

Introduction

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Frequently Asked Questions

What services does Daniel Robert Zibinskas offer?

Daniel Robert Zibinskas specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTSMOUTH, New Hampshire for a consultation.

What are Daniel Robert Zibinskas's credentials?

Daniel Robert Zibinskas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Robert Zibinskas located?

Daniel Robert Zibinskas is based in PORTSMOUTH, New Hampshire, working with HARBOR ADVISORY CORPORATION. Their office serves clients in the PORTSMOUTH metropolitan area and surrounding communities.

How does Daniel Robert Zibinskas charge for services?

Daniel Robert Zibinskas's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HARBOR ADVISORY CORPORATION?

HARBOR ADVISORY CORPORATION has approximately 3 employees and manages $403M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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