Brandyn T. Polmateer

BULL HARBOR CAPITAL LLC.

Rockford, MI

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CRD#: 6448824

Professional summary

Brandyn Tylar Polmateer, who also goes by Brandyn Polmateer, is a registered financial advisor currently at BULL HARBOR CAPITAL LLC. located in Rockford, Michigan.

Brandyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Brandyn has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brandyn Polmateer

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 Brandyn Tylar Polmateer'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 9, 2026 - Present

BULL HARBOR CAPITAL LLC.

RIA

CRD#: 324995

Rockford, MI

Past

August 4, 2025 - January 30, 2026

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Rockford, MI

Past

August 4, 2025 - January 30, 2026

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

October 5, 2023 - August 5, 2025

LIFEWORKS ADVISORS, LLC

RIA

CRD#: 288255

GRAND RAPIDS, MI

Past

March 12, 2016 - October 10, 2023

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

GRAND RAPIDS, MI

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.

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
(2/9/2026)

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

Series 63

Date: 5/9/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/10/2017

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/12/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BULL HARBOR CAPITAL 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 (33 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

Brandyn T. Polmateer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandyn Tylar Polmateer's CRS (Customer Relationship Summary).

Certified licenses

Experience

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

LIFEWORKS ADVISORS, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Primary Firm SEC Registration

BULL HARBOR CAPITAL LLC.

State Registrations and Notice Filings

Exams

Series 63

Date: 5/9/2016

SIE

Date: 10/1/2018

Series 7

Date: 8/10/2017

Series 6

Date: 3/12/2016

Current Firm

BULL HARBOR CAPITAL LLC.

Contact information

SEC notice filing (33 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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