Elizabeth M. Hollman

BULL HARBOR CAPITAL LLC.

Cockeysville, MD

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CRD#: 6206415

Professional summary

Elizabeth M Hollman, who also goes by Elizabeth Michele Colgan, Elizabeth M Colgan, Liz Colgan, is a registered financial advisor currently at BULL HARBOR CAPITAL LLC. located in Cockeysville, Maryland.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Elizabeth has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Elizabeth Michele Colgan | Elizabeth M Colgan | Liz Colgan

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) Name: Elizabeth (Liz) Colgan Inv Rel: Y Add: 11507 Hunters Run Drive Hunt Valley, MD 21030 Nature: Project Management Position: Consultant Start Date: 02/22/2023 No Hrs/Mo: 20 No/Hrs Mo dur trading: 20 Describe Duties: Project management for the establishment of an RIA - Bull Harbor Capital.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth M Hollman'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

December 4, 2024 - Present

BULL HARBOR CAPITAL LLC.

RIA

CRD#: 324995

Cockeysville, MD

Past

February 21, 2023 - August 6, 2025

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Cockeysville, MD

Past

February 21, 2023 - August 6, 2025

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

June 6, 2019 - February 28, 2023

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

BALTIMORE, MD

Past

June 6, 2019 - February 28, 2023

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

BALTIMORE, MD

Past

September 10, 2015 - June 20, 2019

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

BALTIMORE, MD

Past

April 24, 2015 - June 20, 2019

RBC CAPITAL MARKETS, LLC

CRD#: 31194

BALTIMORE, MD

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
(12/4/2024)

IAR

Virginia
(8/27/2025)

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 66

Date: 9/10/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/24/2015

General Securities Representative 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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Firm Stability Insights

Elizabeth M. Hollman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Elizabeth M Hollman's CRS (Customer Relationship Summary).

Certified licenses

Experience

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

Primary Firm SEC Registration

BULL HARBOR CAPITAL LLC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/10/2015

SIE

Date: 10/1/2018

Series 7

Date: 4/24/2015

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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