BULLARD MCLEOD & ASSOCIATES INC
CRD #105341 SEC #801-20433 ALBANY, NY 518-694-8400
SEC Registered
Total AUM
$128.3M
Discretionary
$128.3M
Employees
4
Clients
1
Accounts
426
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 15, 2019
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRINEY, TIMOTHY, PAUL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BRINEY, TIMOTHY, PAUL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BRINEY, TIMOTHY, PAUL | I | SENIOR INVESTMENT MANAGER | NA | Control |
| BRINEY, TIMOTHY, PAUL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BRINEY, TIMOTHY, PAUL | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BRINEY, TIMOTHY, PAUL | I | DIR., FINANCIAL PLANNING | NA | Control |
| BRINEY, TIMOTHY, PAUL | I | DIR., FINANCIAL PLANNING | NA | Control |
| BRINEY, TIMOTHY, PAUL | I | DIR., FINANCIAL PLANNING | NA | Control |
| BRINEY, TIMOTHY, PAUL | I | DIR., FINANCIAL PLANNING | NA | Control |
| BRINEY, TIMOTHY, PAUL | I | DIR., FINANCIAL PLANNING | NA | Control |
| BRINEY, TIMOTHY, PAUL | I | SENIOR INVESTMENT MANAGER | NA | Control |
| BULLARD, BARNABY, DEXTER | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| BULLARD, BARNABY, DEXTER | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| BULLARD, GEOFFREY, STRATTON | I | CHAIRMAN | NA | Control |
| BULLARD, GEOFFREY, STRATTON | I | CHAIRMAN | NA | Control |
| BULLARD, GEOFFREY, STRATTON | I | CHAIRMAN | NA | Control |
| BULLARD, GEOFFREY, STRATTON | I | CHAIRMAN | NA | Control |
| BULLARD, GEOFFREY, STRATTON | I | CHAIRMAN | NA | Control |
| BULLARD, GEOFFREY, STRATTON | I | CHAIRMAN | NA | Control |
| BULLARD, GEOFFREY, STRATTON | I | CHAIRMAN | NA | Control |
| BULLARD, GEOFFREY, STRATTON | I | CHAIRMAN | NA | Control |
| BULLARD, THESSALY | I | DIRECTOR AND COMPLIANCE OFFICER | NA | Control |
| BULLARD, THESSALY | I | DIRECTOR AND COMPLIANCE OFFICER | NA | Control |
| BULLARD, THESSALY | I | DIRECTOR | NA | |
| BULLARD, THESSALY | I | DIRECTOR AND COMPLIANCE OFFICER | NA | Control |
| BULLARD, THESSALY | I | DIRECTOR AND COMPLIANCE OFFICER | NA | Control |
| KELLIHER, JOHN | I | COMPLIANCE OFFICER | NA | Control |
| BULLARD, GEOFFREY, STRATTON | I | PRESIDENT | E | Control |
| BULLARD, GEOFFREY, STRATTON | I | PRESIDENT | E | Control |
| BULLARD, GEOFFREY, STRATTON | I | PRESIDENT | E | Control |
| BULLARD, GEOFFREY, STRATTON | I | PRESIDENT | E | Control |
| BULLARD, GEOFFREY, STRATTON | I | PRESIDENT | E | Control |
| BULLARD, GEOFFREY, STRATTON | I | PRESIDENT | E | Control |
| BULLARD, GEOFFREY, STRATTON | I | PRESIDENT | E | Control |
| BULLARD, GEOFFREY, STRATTON | I | PRESIDENT | E | Control |
| BULLARD, THESSALY | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BULLARD, THESSALY | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BULLARD, THESSALY | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BULLARD, THESSALY | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BULLARD, THESSALY | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BULLARD, THESSALY | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BULLARD, THESSALY | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BULLARD, THESSALY | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BULLARD, THESSALY | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BULLARD, THESSALY | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BULLARD, THESSALY | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BULLARD, THESSALY | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BULLARD, THESSALY | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BULLARD, THESSALY | I | CEO / CHIEF COMPLIANCE OFFICER | D | Control |
| BULLARD, BARNABY, DEXTER | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| BULLARD, BARNABY, DEXTER | I | DIRECTOR OF FINANCIAL PLANNING | C | Control |
| BULLARD, BARNABY, DEXTER | I | CHIEF INVESTMENT OFFICER | C | Control |
| BULLARD, BARNABY, DEXTER | I | DIRECTOR OF FINANCIAL PLANNING/CHIEF INVESTMENT OFFICER | C | Control |
| BULLARD, BARNABY, DEXTER | I | DIRECTOR OF FINANCIAL PLANNING/CHIEF INVESTMENT OFFICER | C | Control |
| BULLARD, BARNABY, DEXTER | I | CHIEF INVESTMENT OFFICER | C | Control |
| BULLARD, BARNABY, DEXTER | I | DIRECTOR OF FINANCIAL PLANNING/CHIEF INVESTMENT OFFICER | C | Control |
| BULLARD, BARNABY, DEXTER | I | CHIEF INVESTMENT OFFICER | C | Control |
| BULLARD, BARNABY, DEXTER | I | CHIEF INVESTMENT OFFICER | C | Control |
| BULLARD, BARNABY, DEXTER | I | DIRECTOR OF FINANCIAL PLANNING/CHIEF INVESTMENT OFFICER | C | Control |
| BULLARD, BARNABY, DEXTER | I | CHIEF INVESTMENT OFFICER | C | Control |
| BULLARD, BARNABY, DEXTER | I | CHIEF INVESTMENT OFFICER | C | Control |
| BULLARD, BARNABY, DEXTER | I | CHIEF INVESTMENT OFFICER | C | Control |
| BULLARD, BARNABY, DEXTER | I | CHIEF INVESTMENT OFFICER | C | Control |
| BULLARD, BARNABY, DEXTER | I | DIRECTOR OF FINANCIAL PLANNING | B | Control |
| BULLARD, THESSALY | I | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | B | Control |
| BULLARD, THESSALY | I | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | B | Control |
| BULLARD, THESSALY | I | CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Mar 15, 2019 REGISTERED
Notice Filings (9)
CA CT FL MA NH NJ NY TX VT
Address
194 WASHINGTON AVENUE, SUITE 520ALBANY, NY 12210-2314
United States
Phone: 518-694-8400