Lloyd H Polmateer
Investment adviser representative at Bull Harbor Capital LLC.
31 yearsExperience
1 stateRegistered 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
31 years in the industry.
- Bull Harbor Capital, LLCJul 2023 to now
- Massmutual Life Insurance CoMar 2022 to now
- MML Investors Services, LLCMar 2022 to now
- Park Avenue Securities LLCMay 1999 to Feb 2022
- The Guardian Life Insurance CoNov 1995 to Feb 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 2517699
- Firm CRD
- 324995