AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
TG

Timothy E. Gottus

BULL HARBOR CAPITAL LLC.
Sarver, PA
Some features on this profile are disabled
CRD#: 4859015
TG

Professional summary

Timothy E Gottus, who also goes by Tim Edward Gottus, is a registered financial advisor currently at BULL HARBOR CAPITAL LLC. located in Sarver, Pennsylvania.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Timothy has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tim Edward Gottus

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) Planning Committee for Buffalo Township Board seat on the Buffalo Township Planning Commission. We make recommendations to the Board of Supervisors for Buffalo Twp regarding subdivisions, developments and other planning issues before they reach the Board of Supervisors. Start: 03/01/2018 Address: 109 Bear Creek Road; Sarver, PA 16055 3 non bus hrs per month Not investment related 2) Freeport Basketball Boosters - President, Start date: 3/1/23, Address: 625 S. Pike Rd., Sarver PA 16055, 3 total hours per month; 0 during securities trading hours, Not investment related, No annual compensation, 3) Insurance Agent Start: 05/15/2024 Address: 104 Mohawk Dr Sarver, PA 16055 10 hrs per month, 10 hrs during securities trading hours Not Investment Related Commission Earned

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy E Gottus'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

May 30, 2024 - Present

BULL HARBOR CAPITAL LLC.

RIA
CRD#: 324995
Sarver, PA
Past

October 18, 2016 - May 21, 2024

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
PITTSBURGH, PA
Past

March 29, 2012 - May 21, 2024

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
PITTSBURGH, PA
Past

February 12, 2008 - February 1, 2012

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
PITTSBURGH, PA

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
Florida
(9/18/2024)
IAR
Maryland
(5/30/2024)
IAR
Ohio
(5/30/2024)
IAR
Pennsylvania
(5/30/2024)
IAR
South Carolina
(5/30/2024)
IAR
Texas
(5/30/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/7/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/3/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/23/2018
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 2/11/2008
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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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#: 324995Sarver, PA

TRUST BUT VERIFY

Monitor Timothy Gottus

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics