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Bull Harbor Capital LLC. CRD 324995
$355M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-07-23 |
| SC | RA | APPROVED | 2024-07-23 |
Branch Locations
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
Summerville, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | North Smithfield | RI | 10/2015 | 08/2017 |
| National Financial Services Llc | Smithfield | RI | 08/2017 | 10/2023 |
| Bull Harbor Capital | Bethesda | MD | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-23 |
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