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Paige R. Smith Ducey

BULL HARBOR CAPITAL LLC.
Mt Pleasant, SC
Some features on this profile are disabled
CRD#: 4551035
PS

Professional summary

Paige Rita Smith Ducey, who also goes by Paige Rita Attruia, Paige Rita Audia, Paige Rita Audia, Paige Attruia, Paige Audia, Paige Smith Ducey, Paige Rita Smith, Paige Rita Smith-ducey, Paige Smith, Paige R Smith Ducey, is a registered financial advisor currently at BULL HARBOR CAPITAL LLC. located in Mt Pleasant, South Carolina.

Paige is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Paige has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Paige Rita Attruia | Paige Rita Audia | Paige Rita Audia | Paige Attruia | Paige Audia | Paige Smith Ducey | Paige Rita Smith | Paige Rita Smith-Ducey | Paige Smith | Paige R Smith Ducey

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paige Rita Smith Ducey'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 3, 2023 - Present

BULL HARBOR CAPITAL LLC.

RIA
CRD#: 324995
Mt Pleasant, SC
Past

September 7, 2018 - June 22, 2023

CURRAN FINANCIAL PARTNERS, LLC

RIA
CRD#: 281943
CHARLESTON, SC
Past

April 26, 2018 - August 16, 2018

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Charleston, SC
Past

March 6, 2018 - September 5, 2018

APOLLON WEALTH MANAGEMENT, LLC

RIA
CRD#: 291902
CHARLESTON, SC
Past

September 25, 2017 - March 5, 2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
CHARLESTON, SC
Past

September 25, 2017 - March 5, 2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
CHARLESTON, SC
Past

May 8, 2017 - May 12, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
MT. PLEASANT, SC
Past

January 5, 2015 - May 2, 2017

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
Mt Pleasant, SC
Past

October 20, 2011 - May 2, 2017

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
Mt Pleasant, SC
Past

July 21, 2003 - December 16, 2003

VP DISTRIBUTORS LLC

BD
CRD#: 3036
HARTFORD, CT

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
Maryland
(8/3/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/22/2014
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/17/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/16/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/11/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/19/2011
Investment Company Products/Variable Contracts Representative Examination

Current Firm

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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BULL HARBOR CAPITAL ADV 2B BROCHURE AUGUST 26 2025 (8/26/2025)

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#: 324995Mt Pleasant, SC

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