Carolyn D. Weldon

BULL HARBOR CAPITAL LLC.

Watertown, NY 13601

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CRD#: 5603372

Professional summary

Carolyn D Weldon is a registered financial advisor currently at BULL HARBOR CAPITAL LLC. located in Watertown, New York.

Carolyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Carolyn has worked at 2 firms and has passed the Series 65 exam.

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.

Jeffry Weldon Sole Proprietor Insurance Agent; Executive Assistant; Watertown, NY; Administrative work; Investment related; 160 hours per month spent; 160 hours per month spent during trading hours; started 06/1991. CJ Weldon properties Apartment rental Start: 08/03/1987 Address: - 929 Ives Street Watertown NY 13601 Hrs per month - Tot/Bus: 2/1 non-investment related. Patient & Family Advocacy - Walker Cancer Center Council Member Start: 1/24 Address: 830 Washington St, Watertown, NY 13601 Hrs per month - Tot/Bus: 5 non-investment Flower Memorial Library; Watertown, NY; Non-investment-related; Board Member; 5 hours per month spent; 0 hours during trading hours spent; Started 09/2009.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carolyn D Weldon'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

February 14, 2024 - Present

BULL HARBOR CAPITAL LLC.

Office #1: 120 Washington St Ste 410, Watertown, NY 13601

RIA

CRD#: 324995

Watertown, NY

Past

July 1, 2020 - September 23, 2024

WELDON AND WELDON FINANCIAL COACHING

RIA

CRD#: 308640

WATERTOWN, 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".

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
(2/14/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/30/2019

Uniform Investment Adviser Law Examination

Current Firm

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

SEC notice filing (29 States and Territories)

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 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.

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Carolyn D. Weldon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carolyn D Weldon's CRS (Customer Relationship Summary).

Certified licenses

Experience

BULL HARBOR CAPITAL LLC.

WELDON AND WELDON FINANCIAL COACHING

Primary Firm SEC Registration

BULL HARBOR CAPITAL LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/30/2019

Current Firm

BULL HARBOR CAPITAL LLC.

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BULL HARBOR CAPITAL LLC.

TRUST BUT VERIFY

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