Unclaimed Profile

Lloyd H Polmateer

BULL HARBOR CAPITAL LLC.·BETHESDA, Maryland

SIE, Series 6, Series 7, Series 24, Series 63, Series 65Clean record18 years registeredBULL HARBOR CAPITAL LLC.

7101 WISCONSIN AVENUE, SUITE 1202, BETHESDA, MD 20814CRD# 2517699Firm CRD# 324995

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lloyd H Polmateer · BETHESDA, MD

Registration

CRD #2517699 · BULL HARBOR CAPITAL LLC. · 18 years registered

Brand Profile

Not yet started

Career History

BULL HARBOR CAPITAL LLC.

Aug 2023 – present

MML INVESTORS SERVICES, LLC

Mar 2022 – present

PARK AVENUE SECURITIES LLC

Feb 2008 – Mar 2022

CHEVY CHASE, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · February 20, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BULL HARBOR CAPITAL LLC.

CRD 324995 · SEC 801-127531

AUM

$174M

Regulatory assets under management

Employees

876 client accounts

Services offered by BULL HARBOR CAPITAL LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BULL HARBOR CAPITAL LLC. →

Introduction

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Frequently Asked Questions

What services does Lloyd H Polmateer offer?

Lloyd H Polmateer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BETHESDA, Maryland for a consultation.

What are Lloyd H Polmateer's credentials?

Lloyd H Polmateer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lloyd H Polmateer located?

Lloyd H Polmateer is based in BETHESDA, Maryland, working with BULL HARBOR CAPITAL LLC.. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.

How does Lloyd H Polmateer charge for services?

Lloyd H Polmateer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BULL HARBOR CAPITAL LLC.?

BULL HARBOR CAPITAL LLC. has approximately 21 employees and manages $174M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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