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.
1. Trustee - D'Addona 2005 Family Trust-managing trustee of an irrevocable trust that was set up by my ex father-in-law for the benefit of me and my children. Start: 01/01/2005, Address: 7450 Bachelors Button Dr., Las Vegas NV 89131, 2 bus hrs per month, Investment related, 2. Life Insurance and Annuity Sales-Life Insurance and Fixed Annuity Products, Start: 01/01/1995, Address: 7450 Bachelors Button Dr., Las Vegas NV 89131, 5 bus hrs per month, Investment related, 3. PROMETHEUS SPEAKS, LLC-LLC for speaking fee collection, Start: 01/01/2005, Address: 7450 Bachelors Button Dr., Las Vegas NV 89131, 16 bus hrs per month, Not investment related, 4. Property & Casualty Insurance-Property & Casualty Insurance , Start: 12/01/2015, Address: 7450 Bachelors Button Dr., Las Vegas NV 89131, 1 bus hr per month, Investment related, 5. Prometheus Planning, LLC-DBA for my planning practice,. Start: 08/01/2016, Address: 7450 Bachelors Button Dr., Las Vegas NV 89131, 10 bus hrs per month, Not investment related, 6. FLO Free LLC- 20% owner in this LLC. Company helps consumers overcome the behavioral problems that keeps them from increasing savings rates. The platform allows advisors to directly help their clients,. Start: 11/29/2016, Address: 1959 Rt. 34 Suite 101; Wall, NJ 07719, 15 total hours per month, 10 during securities trading hours, Investment related, Less than 10% annual compensation, 7) WeAre Brainius, LLC-This is an LLC that was created to hold investments. It is owned by Roth IRA,. Start: 11/23/2021, Address: 225 International Circle Suite 101 Hunt Valley, Maryland 21030, 0 total hours per month, Investment related, No annual compensation, 8) Valent Wealth LLC-Co-Owner DBA, Start: 01/01/2022, Address: 7450 Bachelors Button Dr. Las Vegas, NV 89131, 140 total hours per month; 140 during securities trading times, Investment related, No annual compensation, 9) Finseca- Board Member, Start: 06/01/2022, Address: 600 13th Street, NW Suite 550 Washington, D.C. 20005, 4 total hours per month; 4 during securities trading times, Not investment related, No annual compensation, 10) Currence-software company that provides its customers technology that helps people with data and a user experience to their cash flow and savings habits. 15% owner, Start: 09/01/2022, Address:11 Wharf Avenue Red Bank, NJ 07701, 60 total hours per month; 40 during securities trading times, Investment related, Less than 10% annual compensation,
CRS (Client Relationship Summary) - RIA
Click below to view Vincent Michael D Addona's 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®
NoneExperience
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. | VALENT WEALTH | 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. | VALENT WEALTH | BULL HARBOR LLC
CRD#: 324995 / SEC#: 801-127531
RIA
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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 (29 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,759 |
| 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.
