Unclaimed Profile

Paige Rita Smith Ducey

BULL HARBOR CAPITAL LLC.·BETHESDA, Maryland

SIE, Series 6, Series 7, Series 63, Series 66Clean record11 years registeredBULL HARBOR CAPITAL LLC.

7101 WISCONSIN AVENUE, SUITE 1202, BETHESDA, MD 20814CRD# 4551035Firm CRD# 324995

Profile Verification

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

Identity

Paige Rita Smith Ducey · BETHESDA, MD

Registration

CRD #4551035 · BULL HARBOR CAPITAL LLC. · 11 years registered

Brand Profile

Not yet started

Career History

MCLEAN ASSET MANAGEMENT CORP.

Jan 2026 – present

BULL HARBOR CAPITAL LLC.

Aug 2023 – Jan 2026

Mt Pleasant, SC

CURRAN FINANCIAL PARTNERS, LLC

Sep 2018 – Jun 2023

CHARLESTON, SC

APOLLON WEALTH MANAGEMENT, LLC

Mar 2018 – Sep 2018

CHARLESTON, SC

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Sep 2017 – Mar 2018

CHARLESTON, SC

VOYA FINANCIAL ADVISORS, INC.

Jan 2015 – May 2017

Mt Pleasant, SC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · January 5, 2015

Years registered · 11

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 Paige Rita Smith Ducey offer?

Paige Rita Smith Ducey specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BETHESDA, Maryland for a consultation.

What are Paige Rita Smith Ducey's credentials?

Paige Rita Smith Ducey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paige Rita Smith Ducey located?

Paige Rita Smith Ducey 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 Paige Rita Smith Ducey charge for services?

Paige Rita Smith Ducey'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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