JB
John Belluardo
STEWARDSHIP FINANCIAL PLANNING
Irvington, NY 10533
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CRD#: 1920731
JB
Professional summary
John Belluardo, ChFC®, who also goes by John Bellualdo, is a registered financial advisor currently at STEWARDSHIP FINANCIAL PLANNING located in Irvington, New York.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. John has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
John Bellualdo
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.
John Belluardo offers his personal services as Trustee and or Executor. No investment services are offered in this role, but are offered through Stewardship Financial Planning. Time spent per month varies from 2 to 20 hours and occurs both during and outside of securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view John Belluardo's 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®
Experience
Current
December 10, 2021 - Present
STEWARDSHIP FINANCIAL PLANNING
Office #1: 90 North Broadway, Suite 218, Irvington, NY 10533RIA
CRD#: 128676
Irvington, 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".
SF
STEWARDSHIP FINANCIAL PLANNING
STEWARDSHIP FINANCIAL PLANNING | STEWARDSHIP FINANCIAL SERVICES, INC. | STEWARDSHIP FINANCIAL SERVICES | STEWARDSHIP FINANCIAL PLANNING, INC.
CRD#: 128676 / SEC#: 801-128810
RIA
Registered Investment Advisory firm - (9/29/2023 Approved)New York
Registered Investment Advisory firm - (11/16/2023 Terminated)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
New York(12/10/2021)
Exams
Current Firm
SF
STEWARDSHIP FINANCIAL PLANNING
STEWARDSHIP FINANCIAL PLANNING | STEWARDSHIP FINANCIAL SERVICES, INC. | STEWARDSHIP FINANCIAL SERVICES | STEWARDSHIP FINANCIAL PLANNING, INC.
CRD#: 128676 / SEC#: 801-128810
RIA
Registered Investment Advisory firm - (9/29/2023 Approved)New York
Registered Investment Advisory firm - (11/16/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
90 North Broadway, Suite 218, Irvington, NY 10533
Mailing Address
Phone number
(914) 380-1421
Established
Firm type
Fiscal year end
# of Employees
1
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 32 |
| AUM (Assets Under Management) | $ 49,781,371 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/05/2025 | ||
| 07/24/2024 |
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.
