Bradley J. Bishop

BELMONT PRIVATE WEALTH

ST. CHARLES, MO

Some features on this profile are disabled

CRD#: 1441255

Professional summary

Bradley J Bishop, who also goes by Brad Bishop, Bradley Jay Bishop, is a registered financial advisor currently at BELMONT PRIVATE WEALTH located in St. Charles, Missouri.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Bradley has worked at 7 firms and has passed the Series 66, Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brad Bishop | Bradley Jay Bishop

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) The Staenberg Group Properties 2) investment related 3) 2127 Innerbelt Business Ctr. Dr., St. Louis, MO 63114 4) The company owns, develops, and manages retail centers primarily in CO and MO 5) Director of Investments 6) 9/1/2015 7) 40/50 hours per month 8) 1-1.5 hours during trading hours 9) The role is primarily comprised of overseeing and reporting on outside managers.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley J Bishop's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 10, 2024 - Present

BELMONT PRIVATE WEALTH

RIA

CRD#: 331436

ST. CHARLES, MO

Past

December 20, 2021 - October 11, 2024

NAMTAF ADVISORS, LLC

RIA

CRD#: 317049

PITTSBORO, NC

Past

March 7, 2012 - February 8, 2022

MATTER FAMILY OFFICE

RIA

CRD#: 106806

CLAYTON, MO

Past

October 1, 2011 - March 6, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CLAYTON, MO

Past

July 19, 2011 - March 6, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CLAYTON, MO

Past

August 11, 1998 - September 10, 2004

TIAA-CREF TRUST COMPANY, FSB

RIA

CRD#: 108579

WASHINGTON, DC

Past

May 1, 1992 - March 29, 1993

ROBERT THOMAS SECURITIES, INC

CRD#: 10147

ST. PETERSBURG, FL

Past

December 17, 1985 - January 11, 1990

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BELMONT PRIVATE WEALTH

CRD#: 331436 / SEC#: 801-130561

RIA

Registered Investment Advisory firm - (6/27/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Missouri
(10/10/2024)

IAR

North Carolina
(10/10/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/21/2011

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/14/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/5/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/18/2011

General Securities Representative Examination

Current Firm

BELMONT PRIVATE WEALTH

CRD#: 331436 / SEC#: 801-130561

RIA

Registered Investment Advisory firm - (6/27/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

St. Charles, MO

Mailing Address

Phone number

(314) 566-9887

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/7/2025)

Regulatory assets under management

Total Number of Accounts	137
AUM (Assets Under Management)	$ 140,075,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Bradley J. Bishop

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley J Bishop's CRS (Customer Relationship Summary).

Certified licenses

Experience

NAMTAF ADVISORS, LLC

MATTER FAMILY OFFICE

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

TIAA-CREF TRUST COMPANY, FSB

ROBERT THOMAS SECURITIES, INC

CITIGROUP GLOBAL MARKETS INC.

Primary Firm SEC Registration

BELMONT PRIVATE WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 9/21/2011

Series 65

Date: 7/14/1998

Series 63

Date: 5/5/1992

Series 7

Date: 7/18/2011

Current Firm

BELMONT PRIVATE WEALTH

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BELMONT PRIVATE WEALTH

TRUST BUT VERIFY

Similar Advisors