Robert Joseph Herman
Investment adviser representative at Bull Harbor Capital LLC.
17 yearsExperience
2 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
17 years in the industry.
- Arax Advisory Partners, LLCApr 2026 to now
- The 4100 GroupDec 2024 to now
- Bull Harbor Capital LLC.Jul 2024 to now
- Gries Financial LLCFeb 2009 to Apr 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (MD, OH).
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
- 3132466
- Firm CRD
- 324995