Andrew M. Bellak
Professional summary
Andrew Mark/nicholas Bellak, who also goes by Andrew Mark Bellak, Andrew Nicholas Bellak, is a registered financial advisor currently at PERIGON WEALTH MANAGEMENT, LLC located in Amherst, Massachusetts.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Andrew has worked at 4 firms and has passed the Series 65, Series 55 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Mark/nicholas Bellak's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 27, 2023 - Present
PERIGON WEALTH MANAGEMENT, LLC
Office #1: 321 Main Street, Amherst, MA 01002April 17, 2009 - June 30, 2023
STAKEHOLDERS CAPITAL
October 8, 2007 - March 31, 2008
TEAM WEALTH PLANNING AND MANAGEMENT, INC.
December 4, 2000 - July 24, 2002
GOLDMAN SACHS EXECUTION & CLEARING, L.P.
Primary Firm SEC Registration
PERIGON WEALTH MANAGEMENT, LLC
CRD#: 131037 / SEC#: 801-62988
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/27/2023)
(11/30/2023)
Exams
Series 55
Date: 12/12/2000
Limited Representative-Equity Trader ExamCurrent Firm
PERIGON WEALTH MANAGEMENT, LLC
CRD#: 131037 / SEC#: 801-62988
Contact information
SEC notice filing (41 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 15,456 |
| AUM (Assets Under Management) | $ 8,714,418,958 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2026 | ||
| 09/24/2024 | ||
| 10/24/2023 |
Red Flags
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