Ian M. Grove

BULL HARBOR CAPITAL LLC.

Cuyahoga Falls, OH

Some features on this profile are disabled

CRD#: 7121283

Professional summary

Ian M Grove, who also goes by Ian Michael Grove, is a registered financial advisor currently at BULL HARBOR CAPITAL LLC. located in Cuyahoga Falls, Ohio.

Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Ian has worked at 8 firms and has passed the Series 63, Series 65, SIE and Series 7TO exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ian Michael Grove

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) JDV Consulting LLC, 2805 Aeries Way Cuyahoga Falls OH 44223, Consultant, services for Estate & Fixed planning, start date 5/2021, 10 hrs per month 2) Ian Grove,2805 Aeries Way Cuyahoga Falls OH 44223, Insurance Producer, fixed Indexed Annuity, 1 hr per month 3) Lifetime Advisors LLC 573 County Road A Hudson WI 54016, Member, 6/2022, not investment related,5 hrs per month, 5hrs month during trading hours, board meetings 4) Green Grom Clothing & Design,2805 Aeries Way Cuyahoga Falls OH 44223, Children's clothing co, 0 hrs per month, start date 2016, wife runs business

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian M Grove'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

September 3, 2024 - Present

BULL HARBOR CAPITAL LLC.

RIA

CRD#: 324995

Cuyahoga Falls, OH

Past

December 7, 2022 - December 11, 2024

INTEGRITY FIRST WEALTH MANAGEMENT

RIA

CRD#: 324324

Yountville, CA

Past

May 13, 2022 - February 16, 2024

RIA

CRD#: 304296

HONOLULU, HI

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
(9/3/2024)

IAR

Ohio
(9/3/2024)

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

Series 63

Date: 1/4/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/23/2019

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 4/15/2022

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7TO

Date: 12/3/2020

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)

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

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ian M. Grove

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian M Grove's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY FIRST WEALTH MANAGEMENT

HAZARD & SIEGEL, INC.

TSP ADVISORY SOLUTIONS

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

ROBERT GREEN & COMPANY

CLG LLC

MANTIS FINANCIAL PARTNERS, INC.

Primary Firm SEC Registration

BULL HARBOR CAPITAL LLC.

State Registrations and Notice Filings

Exams

Series 63

Date: 1/4/2023

Series 65

Date: 4/23/2019

SIE

Date: 4/15/2022

Series 7TO

Date: 12/3/2020

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

Similar Advisors