Carolyn D Weldon
Financial Professional at BULL Harbor Capital LLC.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Carolyn D. Weldon is a financial professional associated with BULL Harbor Capital LLC. in Watertown, NY, where they have been associated since 2024. They have worked in the securities industry since 2020 and were previously registered with Weldon and Weldon Financial Coaching. They have passed the Series 65 (investment adviser) exam.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About BULL Harbor Capital LLC.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management, tax aware strategies, private investments, alternative investments, wealth management, business planning, research and analysis, and advisor practice support.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 29
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Bethesda, MD
- SEC file number:
- 801-127531
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 1, 2026
View full firm profileOther advisors at BULL Harbor Capital LLC.
Showing 12 of 29 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Carolyn D Weldon has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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