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Advisors / Connecticut / Fairfield
33yrs

Christopher Tormey

Financial advisor at Bull Harbor Capital LLC.

Christopher Tormey has worked in the financial industry for 33 years and is a fiduciary financial advisor based in Fairfield, Connecticut. Christopher has been with Bull Harbor Capital LLC. since 2023; before that, Christopher spent two years at Moneco Advisors and three years at MML Investors Services. Bull Harbor Capital LLC. offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 275 advisors with offices in Fairfield, and one of 257 fiduciaries.

Fairfield, CTTop advisor by experience at Bull Harbor Capital LLC.Fiduciary advisor

At a glance

Experience33 years (since 1993)
How that compares ?Top advisor by experience at Bull Harbor Capital LLC.
OfficeFairfield, CT
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$835,432
Advisors at the firm23
States licensed ?1 state

Services through Bull Harbor Capital LLC.

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 2023 – now
  2. Dec 2021 – Nov 2023
    Moneco AdvisorsPreviously
  3. 2018 – 2021
  4. 2015 – 2018

Questions to ask Christopher

Tailored to Christopher’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Christopher

How do I contact Christopher?

Call Bull Harbor Capital LLC. at (804) 965-5408 and ask for Christopher Tormey. Christopher works from the Fairfield, CT office.

How long has Christopher been a financial advisor?

Christopher has been in the industry since 1993, about 33 years. Top advisor by experience at Bull Harbor Capital LLC..

What licenses does Christopher hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Christopher a fiduciary?

Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Christopher paid?

Bull Harbor Capital LLC. reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Christopher for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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