VD

Vincent M. D Addona

BULL HARBOR CAPITAL LLC.
Las Vegas, NV
Some features on this profile are disabled
CRD#: 1005100
VD

Professional summary


Vincent Michael D Addona, who also goes by VIncent Michael Daddona, is a registered financial advisor currently at BULL HARBOR CAPITAL LLC. located in Las Vegas, Nevada.

Vincent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Vincent has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 22 and Series 6 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Vincent Michael Daddona

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Vincent Michael D Addona's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 23, 2023 - Present

BULL HARBOR CAPITAL LLC.

RIA
CRD#: 324995
Las Vegas, NV
Past

January 22, 2003 - May 31, 2023

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
LAS VEGAS, NV
Past

May 3, 1999 - May 31, 2023

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
LAS VEGAS, NV
Past

November 15, 1981 - May 3, 1999

GUARDIAN INVESTOR SERVICES LLC

BD
CRD#: 6635
NEW YORK, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BH
BULL HARBOR CAPITAL LLC.
BULL HARBOR CAPITAL LLC. | WELDON AND WELDON FINANCIAL COACHING | VALENT WEALTH | KL CAPITAL | CLASSIC CAPITAL MANAGEMENT | BULL HARBOR LLC

CRD#: 324995 / SEC#: 801-127531

RIA
Registered Investment Advisory firm - (3/30/2023 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arkansas
(9/29/2023)
IAR
California
(9/29/2023)
IAR
Colorado
(9/29/2023)
IAR
Connecticut
(9/29/2023)
IAR
Maryland
(9/29/2023)
IAR
Massachusetts
(6/25/2024)
IAR
Nevada
(8/23/2023)
IAR
New Hampshire
(9/29/2023)
IAR
New York
(9/29/2023)
IAR
Oklahoma
(9/29/2023)
IAR
Oregon
(9/29/2023)
IAR
Pennsylvania
(9/29/2023)
IAR
South Carolina
(9/29/2023)
IAR
Texas
(9/29/2023)
IAR
Washington
(9/29/2023)

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BH
BULL HARBOR CAPITAL LLC.
BULL HARBOR CAPITAL LLC. | WELDON AND WELDON FINANCIAL COACHING | VALENT WEALTH | KL CAPITAL | CLASSIC CAPITAL MANAGEMENT | BULL HARBOR LLC

CRD#: 324995 / SEC#: 801-127531

RIA
Registered Investment Advisory firm - (3/30/2023 Approved)
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Contact information


Main Address
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814
Mailing Address
Phone number
(804) 965-5408
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (33 States and Territories)


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Regulatory assets under management


Total Number of Accounts1,759
AUM (Assets Under Management)$ 343,999,497

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BULL HARBOR CAPITAL LLC.

CRD#: 324995Las Vegas, NV

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