Christopher Tormey (CRD# 1988765) is an Investment Advisor Representative working at Bull Harbor Capital LLC in Fairfield, CT and has over 31 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bull Harbor Capital, LLC | Bethesda, MD | Nov 2023 - Current | < 1 |
| Moneco Advisors, Llc Dba Moneco Advisors | Fairfield, CT | Dec 2021 - Nov 2023 | 1 |
| Mml Investors Services, LLC | Shelton, CT | Aug 2018 - Dec 2021 | 3 |
| Massmutual Life Insurance Co | Shelton, CT | Jul 2018 - Dec 2021 | 3 |
| Guardian Life Insurance Co | Rye Brook, NY | Apr 2016 - Aug 2018 | 2 |
| Strategies For Wealth/park Avenue Securities LLC | Rye Brook, NY | Aug 2015 - Aug 2018 | 3 |
| Unemployed | Fairfield, CT | Feb 2014 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2015 |
- CT
- MD
- NY
- TX
-
Total Assets Under Management174MILLIONS
-
Total Number of Accounts876ACCOUNTS
-
Average Account Value$198,530
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AR, AZ, CA, CO, CT, FL, IL, MA, MD, NC, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TX, WA
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