William T. Belko

ROBLE, BELKO AND COMPANY

SEWICKLEY, PA 15143

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CRD#: 1567501

Professional summary

William Thomas Belko, CFP® is a registered financial advisor currently at ROBLE, BELKO AND COMPANY, INC. located in Sewickley, Pennsylvania.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. William has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Thomas Belko'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

July 31, 2000 - Present

ROBLE, BELKO AND COMPANY, INC.

Office #1: 2200 Georgetowne Drive Suite 200, Sewickley, PA 15143

RIA

CRD#: 123286

SEWICKLEY, PA

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".

ROBLE, BELKO AND COMPANY, INC.

ROBLE ASSET MANAGEMENT COMPANY | ROBLE, BELKO AND COMPANY, INC.

CRD#: 123286 / SEC#: 801-61829

RIA

Registered Investment Advisory firm - (3/31/2003 Approved)

Pennsylvania

Registered Investment Advisory firm - (4/8/2003 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Pennsylvania
(7/31/2000)

IAR

Texas
(5/8/2015)

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

Current Firm

ROBLE, BELKO AND COMPANY, INC.

ROBLE ASSET MANAGEMENT COMPANY | ROBLE, BELKO AND COMPANY, INC.

CRD#: 123286 / SEC#: 801-61829

RIA

Registered Investment Advisory firm - (3/31/2003 Approved)

Pennsylvania

Registered Investment Advisory firm - (4/8/2003 Terminated)

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Contact information

Main Address

1603 Carmody Court Suite 401, Sewickley, PA 15143

Mailing Address

Phone number

(724) 935-4990

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ROBLE, BELKO AND COMPANY ADV PART 2 BROCHURE (2/18/2025)

Regulatory assets under management

Total Number of Accounts	1,048
AUM (Assets Under Management)	$ 1,075,569,668

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/27/2025	Cover Page	Report
09/18/2023	Cover Page	Report
08/17/2022	Cover Page	Report

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.

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William T. Belko

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Thomas Belko's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROBLE, BELKO AND COMPANY, INC.

Primary Firm SEC Registration

ROBLE, BELKO AND COMPANY, INC.

State Registrations and Notice Filings

Exams

Current Firm

ROBLE, BELKO AND COMPANY, INC.

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ROBLE, BELKO AND COMPANY, INC.

TRUST BUT VERIFY

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