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Christopher E Tormey

Bull Harbor Capital LLC

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About Christopher E Tormey

Christopher Tormey is an investment advisor representative at Bull Harbor Capital LLC. Christopher has been in the securities industry since 1990 and has experience in various aspects of financial services. Christopher previously worked for MML Investors Services, LLC, Park Avenue Securities LLC and Douglas Financial LLC. Christopher is registered in Connecticut, Maryland, New York, and Texas. Christopher specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting.

Firm Information

Christopher Tormey is currently registered with Bull Harbor Capital LLC. Bull Harbor Capital LLC is an investment advisor registered with the SEC and located in Bethesda, Maryland. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and other entities. They manage approximately $173,912,114 in regulatory assets under management. Their services are focused on providing customized investment solutions tailored to meet the specific needs of their clients.
Bull Harbor Capital LLC

7101 WISCONSIN AVENUE, SUITE 1202

BETHESDA, MD 20814

$173.91M

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Tormey’s Registration & Firm History

CT

11/06/2023 - Present

Bull Harbor Capital LLC (Fairfield CT)

CT

08/16/2018 - 12/17/2021

MML INVESTORS SERVICES, LLC (SHELTON CT)

NY

10/12/2015 - 08/15/2018

PARK AVENUE SECURITIES LLC (RYE BROOK NY)

NY

11/26/2007 - 01/17/2008

DOUGLAS FINANCIAL LLC (NEW YORK NY)

NY

08/22/2003 - 11/13/2007

CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)

NY

09/12/2000 - 08/05/2003

BARCLAYS CAPITAL INC. (NEW YORK NY)

NY

06/07/1995 - 09/15/2000

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

07/08/1993 - 03/14/1995

CSFP CAPITAL, INC. (NEW YORK NY)

NY

03/23/1992 - 03/14/1995

CS FIRST BOSTON CORPORATION (NEW YORK NY)

NY

10/17/1990 - 03/19/1992

PARIBAS CORPORATION (NEW YORK NY)

NA

01/18/1990 - 10/05/1990

CONTINENTAL GLOBAL FINANCIAL CORPORATION

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Licenses & Designations

BOTH

Issued 11/08/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/05/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/19/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/12/2015

Series 7 - General Securities Representative Examination

BC

Issued 04/18/2002

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher E Tormey.
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