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Elizabeth J. Mcmullen

STAR HARBOR INVESTMENTS
APOLLO BEACH, FL
Some features on this profile are disabled
CRD#: 7350229
EM

Professional summary

Elizabeth J Mcmullen, who also goes by Elizabeth Joy Lundmark, Elizabeth Joy Mcmullen, Ellie Mcmullen, is a registered financial advisor currently at STAR HARBOR INVESTMENTS INC located in Apollo Beach, Florida.

Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Elizabeth has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Elizabeth Joy Lundmark | Elizabeth Joy Mcmullen | Ellie Mcmullen

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 Elizabeth J Mcmullen'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

June 6, 2025 - Present

STAR HARBOR INVESTMENTS INC

RIA
CRD#: 335139
APOLLO BEACH, FL
Past

January 18, 2023 - January 11, 2024

MORGAN STANLEY

BD
CRD#: 149777
Temple Terrace, FL
Past

February 10, 2022 - September 5, 2023

E*TRADE SECURITIES LLC

BD
CRD#: 29106
Temple Terrace, FL

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
(6/6/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/12/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/3/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/10/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/22/2021
Securities Industry Essentials Examination

Current Firm

SH
STAR HARBOR INVESTMENTS INC
STAR HARBOR INVESTMENTS INC

CRD#: 335139 / SEC#: 801-132653

RIA
Registered Investment Advisory firm - (5/2/2025 120-Day Approval)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Tampa, FL
Mailing Address
3507 Acorn St, Tampa, FL 33619
Phone number
(571) 224-1414
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (1 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

STAR HARBOR INVESTMENTS INC ADV PART 2A (8/29/2025)
0

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

STAR HARBOR INVESTMENTS INC

CRD#: 335139Apollo Beach, FL

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