Christopher E Tormey
Investment adviser representative at Bull Harbor Capital LLC.
11 yearsExperience
4 statesRegistered in
$354.8MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Bull Harbor Capital LLC.Nov 2023 to now
- Moneco Advisors, LLC dba Moneco AdvisorsDec 2021 to Nov 2023
- MML Investors Services, LLCAug 2018 to Dec 2021
- Massmutual Life Insurance CoJul 2018 to Dec 2021
- Guardian Life Insurance CoApr 2016 to Aug 2018
- Strategies for Wealth/park Avenue Securities LLCAug 2015 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 4 states (CT, MD, NY, TX).
Bull Harbor Capital LLC.
$354.8MAssets managed
426Clients
27Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1988765
- Firm CRD
- 324995