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WB

William M. Bellamy

THOMPSON SIEGEL & WALMSLEY LLC
Richmond, VA 23230
Some features on this profile are disabled
CRD#: 1898991
WB

Professional summary

William Murray Bellamy III, who also goes by William M Bellamy III, William M Bellamy, William Bellamy, is a registered financial advisor currently at THOMPSON SIEGEL & WALMSLEY LLC located in Richmond, Virginia.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. William has worked at 5 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

William M Bellamy Iii | William M Bellamy | William Bellamy

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 Murray Bellamy III'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

January 22, 2003 - Present

THOMPSON SIEGEL & WALMSLEY LLC

Office #1: 6641 West Broad Street Suite 600, Richmond, VA 23230
RIA
CRD#: 105726
Richmond, VA
Past

October 1, 1999 - August 23, 2000

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

May 23, 1994 - October 1, 1999

FIRST UNION CAPITAL MARKETS CORP.

BD
CRD#: 6124
CHARLOTTE, NC
Past

April 5, 1993 - May 6, 1994

CLAYTON BROWN & ASSOCIATES, INC.

BD
CRD#: 3664
CHICAGO, IL
Past

September 20, 1991 - February 17, 1993

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

December 20, 1988 - June 15, 1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
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".
TS
THOMPSON SIEGEL & WALMSLEY LLC
THOMPSON SIEGEL & WALMSLEY INC | WPS CAPITAL MANAGEMENT, LLC (RELYING ADVISER) SEE SCHEDULE D - MISC. FOR FURTHER INFORMATION | WPS CAPITAL FUND, LLC (RELYING ADVISER) SEE SCHEDULE D - MISC. FOR FURTHER INFORMATION | THOMPSON, SIEGEL & WALMSLEY | THOMPSON SIEGEL & WALMSLEY LLC

CRD#: 105726 / SEC#: 801-6273

RIA
Registered Investment Advisory firm - (1/17/1970 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
Virginia
(1/22/2003)

Exams

State Security Law Exam
RR
Series 63
Date: 10/31/1991
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/9/1991
General Securities Representative Examination

Current Firm

TS
THOMPSON SIEGEL & WALMSLEY LLC
THOMPSON SIEGEL & WALMSLEY INC | WPS CAPITAL MANAGEMENT, LLC (RELYING ADVISER) SEE SCHEDULE D - MISC. FOR FURTHER INFORMATION | WPS CAPITAL FUND, LLC (RELYING ADVISER) SEE SCHEDULE D - MISC. FOR FURTHER INFORMATION | THOMPSON, SIEGEL & WALMSLEY | THOMPSON SIEGEL & WALMSLEY LLC

CRD#: 105726 / SEC#: 801-6273

RIA
Registered Investment Advisory firm - (1/17/1970 Approved)
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Contact information

Main Address
6641 West Broad Street Suite 600, Richmond, VA 23230
Mailing Address
Phone number
(804) 353-4500
Established
Firm type
Fiscal year end
# of Employees
68

SEC notice filing (52 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

TSW FORM ADV PART 2A (12/3/2024)

Regulatory assets under management

Total Number of Accounts4,775
AUM (Assets Under Management)$ 20,812,400,000

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.

Company Information

THOMPSON SIEGEL & WALMSLEY LLC

CRD#: 105726Richmond, VA 23230

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