Safe Harbor Fiduciary, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 169659
- SEC number
- 801-121650
- Firm type
- RIA
- Assets under management
- $129.9M as of Mar 29, 2026
- Website
- retirementpeaceroadmap.org ↗
- Phone
- 850-435-4844
- Address
- 700 South Palafox Street, Pensacola, FL, 32502
Advisors at this firm
3 in our index · page 1 of 1
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Karl Albert HannaCRD 6810233 · Pensacola, FLIA RegisteredRegistration inactive
-
Howard Bruce MarshallCRD 2121441 · St. Simons Island, GAIA RegisteredDisclosure event(s) on record
-
Scott Ryan MccaghrenCRD 5801543 · Pensacola, FLIA Registered
1–3 of 3
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 169659 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.