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Inactive

Ibrahim Sarker

Bull Harbor Capital LLC.

New Hyde Park, NY

Bethesda, MD

CRD 6923739

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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:

Current Employers
Bull Harbor Capital Llc.

7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-07-10
NY RA APPROVED 2024-07-10
  • MD RA
    APPROVED
    Since 2024-07-10
  • NY RA
    APPROVED
    Since 2024-07-10

Branch Locations

New Hyde Park, NY • United States

7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley New York NY 04/2019 01/2024
Morgan Stanley Via Aptask Iselin NJ 03/2018 03/2019
Northwestern Mutual Financial New York NY 07/2017 09/2017
Jh Darbie & Co New York NY 09/2016 12/2016
Baruch College Zicklin School Of Business New York NY 01/2015 09/2017
Unemployed N/A NY 10/2017 02/2018
Morgan Stanley Private Bank, N.A New York NY 07/2021 01/2024
Bull Harbor Capital Bethesda MD 06/2024 Present
Unemployed New Hyde Park NY 01/2024 06/2024
  • 04/2019 → 01/2024
    Morgan Stanley
    New York, NY
  • 03/2018 → 03/2019
    Morgan Stanley Via Aptask
    Iselin, NJ
  • 07/2017 → 09/2017
    Northwestern Mutual Financial
    New York, NY
  • 09/2016 → 12/2016
    Jh Darbie & Co
    New York, NY
  • 01/2015 → 09/2017
    Baruch College Zicklin School Of Business
    New York, NY
  • 10/2017 → 02/2018
    Unemployed
    N/A, NY
  • 07/2021 → 01/2024
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 06/2024 → Present
    Bull Harbor Capital
    Bethesda, MD
  • 01/2024 → 06/2024
    Unemployed
    New Hyde Park, NY
Previous Registrations
  • 2019-07-15 → 2024-01-23
    Morgan Stanley
    Purchase, NY
    New York, NY
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-15
  • S66 Uniform Combined State Law Examination
    2019-07-15

View on SEC IAPD

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