Daniel Zibinskas has been Senior Portfolio Manager, Director, Vice President, Treasurer, Clerk of Harbor Advisory since November 2020, is a control person of the firm and directly owns between 25% and 50% of it.
Harbor Advisory Corporation is a Portsmouth, NH firm with $481M under management, 144 clients and 3 advisers in one office, as of its May 2026 filing.
Daniel Zibinskas’ longest registration was 9 years at Beaumont Financial Partners LLC (2011–2020). Before joining Harbor Advisory in 2021, Daniel Zibinskas was registered through Beaumont Financial Partners LLC and Shepherd Kaplan LLC.
- Harbor Advisory CorporationCurrent– present · 5 yearsPortsmouth, NH · Adviser representative · Firm CRD 105151
- Beaumont Financial Partners LLC– · 9 yearsNeedham, MA · Adviser representative · Firm CRD 108345
- Shepherd Kaplan LLC– · 1 yearBoston, MA · Adviser representative · Firm CRD 128244
Investment adviser representative registrations
Daniel Zibinskas is registered as an investment adviser representative in 2 states, as a resident of Texas. Each was approved in February 2021.
- New HampshireSince 17 February 2021
- TexasResidentSince 16 February 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 August 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 November 1992 |
| Series 7 | General Securities Representative Examination | 9 November 1992 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Daniel Robert Zibinskas
- CRD
- 2283495
- Firm
- Harbor Advisory · CRD 105151
- Role
- Senior Portfolio Manager, Director, Vice President, Treasurer, Clerk
- Office
- 500 MARKET STREET, SUITE 11, Portsmouth, NH 03801
- Registration
- Investment adviser registration
- In the industry since
- December 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Zibinskas work?
Daniel Zibinskas has been Senior Portfolio Manager, Director, Vice President, Treasurer, Clerk of Harbor Advisory Corporation since November 2020, and is a control person of the firm.
Is Daniel Zibinskas a financial advisor?
Yes. Daniel Zibinskas has a current investment-adviser registration in New Hampshire and Texas, through Harbor Advisory since February 2021.
How many years of experience does Daniel Zibinskas have?
Daniel Zibinskas has 15 years in the financial industry, since December 2010, across 3 adviser firms.
What exams has Daniel Zibinskas passed?
Daniel Zibinskas has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in November 1992.
Where did Daniel Zibinskas work before Harbor Advisory?
Before Harbor Advisory, Daniel Zibinskas was registered through Beaumont Financial Partners LLC, October 2011 to November 2020; Shepherd Kaplan LLC, August 2010 to October 2011.
Where is Daniel Zibinskas based?
Daniel Zibinskas’ registered office is in Portsmouth, NH.
Is Daniel Zibinskas registered with FINRA?
No. Daniel Zibinskas has no current broker registration.
How can I verify Daniel Zibinskas’ record?
Search CRD 2283495 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Zibinskas’ full registration record.
- Weld ButlerPresident, Director
- John DeganDirector & Vice President, Chief Investment Officer
- Andrew WarningChief Compliance Officer