linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Justine Perdomo

Bull Harbor Capital LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Justine? Claim Your Profile

About Justine Perdomo

Justine Perdomo is a registered representative of Bull Harbor Capital LLC. Justine has been in the financial services industry since 2003. Justine has a Series 7, Series 66 and SIE license and is registered in 20 states. Justine specializes in providing portfolio management for businesses and individuals, as well as financial planning and pension consulting. Prior to joining Bull Harbor Capital LLC, Justine was with Park Avenue Securities LLC and AXA Advisors, LLC.

Firm Information

Justine Perdomo 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Justine Perdomo’s Registration & Firm History

NJ

12/14/2023 - Present

Bull Harbor Capital LLC (River Vale NJ)

NY

05/10/2004 - 12/14/2023

PARK AVENUE SECURITIES LLC (NEW YORK NY)

NY

06/19/2003 - 04/06/2004

AXA ADVISORS, LLC (NEW YORK NY)

Not sure if Justine Perdomo is right for you?

Licenses & Designations

BOTH

Issued 07/02/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justine Perdomo.
Not sure if Justine Perdomo is right for you?