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TB

Timothy J. Bellars

BELLARS HARRIS WEALTH MANAGEMENT
MOUNT PLEASANT, SC
Some features on this profile are disabled
CRD#: 1787215
TB

Professional summary

Timothy John Bellars, who also goes by Tim John Bellars, is a registered financial advisor currently at BELLARS HARRIS WEALTH MANAGEMENT located in Mount Pleasant, South Carolina.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Timothy has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tim John Bellars

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 Timothy John Bellars'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

March 16, 2026 - Present

BELLARS HARRIS WEALTH MANAGEMENT

RIA
CRD#: 338986
MOUNT PLEASANT, SC
Past

May 23, 2022 - December 31, 2025

CPC ADVISORS, LLC

RIA
CRD#: 111025
Virginia Beach, VA
Past

May 18, 2020 - September 20, 2022

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Virginia Beach, VA
Past

May 18, 2020 - December 31, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Virginia Beach, VA
Past

April 15, 2005 - May 21, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
VIRGINIA BEACH, VA
Past

April 15, 2005 - May 21, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
VIRGINIA BEACH, VA
Past

December 18, 1995 - April 28, 2005

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
NORFOLK, VA
Past

April 17, 1995 - April 28, 2005

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

November 30, 1993 - November 14, 1994

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
NEW YORK, NY
Past

January 22, 1990 - March 31, 1992

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

October 5, 1989 - December 22, 1989

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

BD
CRD#: 2873
NEW YORK, NY
Past

October 5, 1989 - December 22, 1989

MONY SECURITIES CORPORATION

BD
CRD#: 4386
NEW YORK, NY
Past

December 22, 1988 - August 29, 1989

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

November 7, 1988 - March 31, 1992

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI

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
South Carolina
(3/16/2026)
IAR
Virginia
(3/17/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/12/1995
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/8/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/28/1995
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/4/1988
Investment Company Products/Variable Contracts Representative Examination

Current Firm

BH
BELLARS HARRIS WEALTH MANAGEMENT
BELLARS HARRIS WEALTH MANAGEMENT | BELLARS HARRIS WEALTH MANAGEMENT, LLC

CRD#: 338986 / SEC#: 801-134785

RIA
Registered Investment Advisory firm - (11/19/2025 120-Day Approval)
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Contact information

Main Address
4429 Bonney Rd. Suite 530, Virginia Beach, VA 23462-3881
Mailing Address
Phone number
(757) 704-4200
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BELLARS HARRIS WEALTH MANAGEMENT ADV PART 2A 10-2025 (10/20/2025)
BELLARS HARRIS WEALTH MANAGEMENT ADV PART 2A APPENDIX 1 10-2025 (10/20/2025)
0

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.

Company Information

BELLARS HARRIS WEALTH MANAGEMENT

CRD#: 338986Mount Pleasant, SC

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