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Cosmo Laurino

Bull Harbor Capital LLC.
12 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Bull Harbor Capital LLC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
912 clients
Average Client Portfolio
$377K average
Assets Under Management
$344.0M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.70%
$5.0M - $10.0M1.40%
$10.0M - $20.0M1.10%
$20M+0.80%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

Copiague, NY

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2014
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Cosmo works as a sports official and baseball umpire for youth baseball, starting in 2016. These activities are not investment-related and take a few hours per week.

Employment History
Current Registrations
Bull Harbor Capital LLC.
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Park Avenue Securities LLC
January 2021 - October 2023 · 2 yrs 9 mos
Park Avenue Securities LLCBroker
June 2016 - October 2023 · 7 yrs 4 mos
Nylife Securities LLCBroker
May 2013 - April 2016 · 2 yrs 11 mos
State Registrations4 states
MDNCNJNY
Advisor
Exams
No exam information available for this advisor.