Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
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
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
Active
Inactive
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