Advisor at Bull Harbor Capital LLC.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Bull Harbor Capital LLC.
Location
Delanson, NY
Credentials
Series 66
Industry experience
4 years
Fixed fees for financial planning generally range from $500 to $10,000.
$0 - $5,000,000: 1.70% $5,000,001 - $10,000,000: 1.40% $10,000,001 - $20,000,000: 1.10% $20,000,001+: 0.80%
Certain supervised persons are registered representatives earning commissions on securities sales.
Up to $500 per hour for financial planning services.
Fee-only: Financial planning fees range from $500 to $10,000 fixed fee or annual retainer; hourly fees up to $500/hour.
Bull Harbor Capital, LLC
2023 - Present (3 years)
Park Avenue Securities, Llc
2021 - 2023 (2 years)
Guardian Life Insurance Co of America
2020 - 2023 (3 years)
Green Capital Advantage, LLC
2018 - 2023 (5 years)
Hannaford Co.
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
Altamont, NY
Fidelity
Andrew Altieri is a Vice President and Financial Consultant at Fidelity Investments. He partners with clients and their families to develop and implement personalized financial plans tailored to their specific needs. His approach is based on a clear process emphasizing integrity and candor. Andrew has been with Fidelity Investments since 2015, progressing through roles including Relationship Manager, Investment Consultant, Financial Consultant, and currently Vice President. Prior to joining Fidelity, he worked as a Financial Advisor at Northwestern Mutual from 2013 to 2015.
Series 66
Glenville, NY
Edward Jones
CFP®, Series 63, Series 65
Schenectady, NY
Fidelity
Christopher DeMania is a Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to understand their financial goals and develop comprehensive plans for savings, investments, and retirement. He has been in this role since 2024. Prior to joining Fidelity Investments, Christopher worked as an Associate at Goldman Sachs from 2018 to 2024. Outside of his professional career, Christopher has personal interests in beach activities, fitness, football, hiking, and outdoor adventures.
CFA®, Series 63
Schenectady, NY
Acacia Grove Wealth Management
Series 66
Glenville, NY
SIP Financial Services
Series 63, Series 65
Rotterdam Junction, NY
Griffin Financial Services
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