JP
Justine Perdomo
BULL HARBOR CAPITAL LLC.
River Vale, NJ
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CRD#: 4667423
JP
Professional summary
Justine Perdomo is a registered financial advisor currently at BULL HARBOR CAPITAL LLC. located in River Vale, New Jersey.
Justine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Justine has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) Shaun H. Trimblett Revocable Trust-husband Start: 07/02/2020 Address: N/A 1 hour per month, 1 during securities trading hours Not Investment related No annual compensation 2) Justine Perdomo Revocable Trust - Trustee Start: 7/02/2020 Address: N/A 1 hr per month, 1 hr during securities trading hours Not investment related No compensation 3) Consulting-Providing consulting and analytics to another broker in exchange for compensation. , Start: 06/22/2021, Address: 594 Whitenack Rd. River Vale, NJ 07675, 15 hours per month, 0 during securities trading hours Not Investment related Less than 10% annual compensation
CRS (Client Relationship Summary) - RIA
Click below to view Justine Perdomo'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
December 14, 2023 - Present
BULL HARBOR CAPITAL LLC.
RIA
CRD#: 324995
River Vale, NJ
Past
July 28, 2004 - December 14, 2023
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
NEW YORK, NY
Past
May 10, 2004 - December 14, 2023
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
NEW YORK, NY
Past
August 26, 2003 - April 6, 2004
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
WOODBRIDGE, NJ
Past
June 19, 2003 - April 6, 2004
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
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
Arizona(2/21/2024)
IAR
Arkansas(12/14/2023)
IAR
California(12/14/2023)
IAR
Colorado(12/14/2023)
IAR
Connecticut(12/14/2023)
IAR
Illinois(12/14/2023)
IAR
Maryland(12/14/2023)
IAR
Massachusetts(9/26/2024)
IAR
Nevada(12/15/2023)
IAR
New Hampshire(12/18/2023)
IAR
New Jersey(12/14/2023)
IAR
New York(12/14/2023)
IAR
North Carolina(12/14/2023)
IAR
Ohio(12/14/2023)
IAR
Oklahoma(12/18/2023)
IAR
Oregon(12/14/2023)
IAR
Pennsylvania(12/14/2023)
IAR
South Carolina(12/14/2023)
IAR
Texas(12/14/2023)
IAR
Washington(12/14/2023)
Exams
State Security Law 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
Registered Investment Advisory firm - (3/30/2023 Approved)Upgrade to AdvisorCheck Premium
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
