Claudia P. Bellars
Professional summary
Claudia Puopolo Bellars, CFP®, who also goes by Claudia P Bellars, Claudia Bellars, Claudia Sullivan Puopolo, Claudia Jane Sullivan, Claudia Sullivan VIncent, is a registered financial advisor currently at BELLARS HARRIS WEALTH MANAGEMENT located in Mount Pleasant, South Carolina.
Claudia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Claudia has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Claudia Puopolo Bellars's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1996
Experience
March 16, 2026 - Present
BELLARS HARRIS WEALTH MANAGEMENT
May 23, 2022 - December 31, 2025
CPC ADVISORS, LLC
May 18, 2020 - September 20, 2022
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
May 18, 2020 - December 31, 2025
RAYMOND JAMES FINANCIAL SERVICES, INC.
June 6, 2008 - May 21, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 6, 2008 - May 21, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 14, 1994 - June 20, 2008
UBS FINANCIAL SERVICES INC.
March 30, 1992 - June 20, 2008
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/16/2026)
(3/17/2026)
Exams
Current Firm
BELLARS HARRIS WEALTH MANAGEMENT
CRD#: 338986 / SEC#: 801-134785
Contact information
SEC notice filing (1 States and Territories)
Red Flags
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