Peter Bedell

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CRD#: 16613

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Peter Bedell was a registered financial professional .

Peter is a previously registered financial professional and started their career in finance in 1967. Peter had worked at 6 firms and has passed the Series 65, PC, Series 1 and Series 12 exams.

Question & Answer

Are you a "fiduciary"?

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

September 10, 2008 - July 2, 2014

BLBB ADVISORS

RIA

CRD#: 139096

AMBLER, PA

Past

September 3, 2008 - August 6, 2013

BURKE, LAWTON, BREWER & BURKE, LLC

CRD#: 1346

MONTGOMERYVILLE, PA

Past

December 27, 2000 - September 13, 2008

WALNUT ASSET MANAGEMENT LLC

RIA

CRD#: 110424

PHILADELPHIA, PA

Past

April 7, 1989 - September 2, 2008

RUTHERFORD, BROWN & CATHERWOOD, LLC

CRD#: 10306

PHILADELPHIA, PA

Past

March 31, 1978 - April 3, 1989

W.H. NEWBOLD'S SON & CO., INC.

CRD#: 7575

Past

June 15, 1967 - March 31, 1978

W. H. NEWBOLD'S SON & CO.

CRD#: 864

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".

BLBB ADVISORS

BLB & B ADVISORS, LLC | BLBB ADVISORS

CRD#: 139096 / SEC#: 801-65840

RIA

Registered Investment Advisory firm - (3/8/2006 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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 65

Date: 6/12/1995

Uniform Investment Adviser Law Examination

General Industry/Product Exam

PC

Date: 9/29/1977

AMEX Put and Call Exam

General Industry/Product Exam

Series 1

Date: 3/29/1960

Registered Representative Examination

Principal/Supervisory Exam

Series 12

Date: 1/18/1965

NYSE Branch Manager Examination

Current Firm

BLBB ADVISORS

BLB & B ADVISORS, LLC | BLBB ADVISORS

CRD#: 139096 / SEC#: 801-65840

RIA

Registered Investment Advisory firm - (3/8/2006 Approved)

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Contact information

Main Address

103 Montgomery Avenue, Montgomeryville, PA 18936

Mailing Address

P.o. Box 1010, Montgomeryville, PA 18936

Phone number

(215) 643-9100

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (30 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BLBB_3_26_2025 (3/26/2025)

Regulatory assets under management

Total Number of Accounts	3,588
AUM (Assets Under Management)	$ 2,739,761,758

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
06/23/2025	Cover Page	Report
08/30/2024	Cover Page	Report
04/02/2024	Cover Page	Report
11/07/2023	Cover Page	Report
11/02/2023	Cover Page	Report
01/26/2023	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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Firm Stability Insights

Peter Bedell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

BURKE, LAWTON, BREWER & BURKE, LLC

WALNUT ASSET MANAGEMENT LLC

RUTHERFORD, BROWN & CATHERWOOD, LLC

W.H. NEWBOLD'S SON & CO., INC.

W. H. NEWBOLD'S SON & CO.

Primary Firm SEC Registration

BLBB ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/12/1995

PC

Date: 9/29/1977

Series 1

Date: 3/29/1960

Series 12

Date: 1/18/1965

Current Firm

BLBB ADVISORS

Contact information

SEC notice filing (30 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BLBB ADVISORS

TRUST BUT VERIFY

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