Unclaimed Profile

Gregg Eric Bullwinkel

TRADITION CAPITAL MANAGEMENT LLC·SUMMIT, New Jersey

SIE, Series 7, Series 9, Series 31, Series 63, Series 65Clean record23 years registeredTRADITION CAPITAL MANAGEMENT LLC

129 SUMMIT AVENUE, SUMMIT, NJ 07901CRD# 2670976Firm CRD# 113755

Profile Verification

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

Identity

Gregg Eric Bullwinkel · SUMMIT, NJ

Registration

CRD #2670976 · TRADITION CAPITAL MANAGEMENT LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: TRADITION CAPITAL MANAGEMENT LLC

TRADITION CAPITAL MANAGEMENT LLC

Oct 2002 – Jan 2015

SUMMIT, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 31

Series 63

Series 65

Registration record

First registered · October 31, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TRADITION CAPITAL MANAGEMENT LLC

CRD 113755 · SEC 801-58075

AUM

$612M

Regulatory assets under management

Employees

322 client accounts

Services offered by TRADITION CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TRADITION CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Gregg Eric Bullwinkel offer?

Gregg Eric Bullwinkel specializes in Financial Planning, Investment Management, Wealth Management.

What are Gregg Eric Bullwinkel's credentials?

Gregg Eric Bullwinkel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregg Eric Bullwinkel located?

Gregg Eric Bullwinkel is based in SUMMIT, New Jersey, last registered with TRADITION CAPITAL MANAGEMENT LLC.

How does Gregg Eric Bullwinkel charge for services?

Gregg Eric Bullwinkel's firm is compensated through percentage of aum, other: financial planning & consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TRADITION CAPITAL MANAGEMENT LLC?

TRADITION CAPITAL MANAGEMENT LLC has approximately 20 employees and manages $612M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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