AB
Andrew M. Bellak
PERIGON WEALTH MANAGEMENT
Amherst, MA 01002
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CRD#: 2466556
AB
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
Are you a "fiduciary"?
Yes
Aliases
Andrew Mark Bellak | Andrew Nicholas Bellak
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.
[1] Stakeholders Capital, Not investment-related, 321 Main Street, Amherst, MA, 01002, d/b/a for advisory business with Perigon Wealth Management, LLC. [2] Elateq, LLC, Not Investment-related, Amherst, MA, Corporation, Advisory Board Member and Investor, Start Date: 01/2018. 1 hour/month, not during securities trading hours, provides guidance, and is a shareholder. [3] First Congregational Church UCC Amherst, Not investment-related, Amherst, MA, Investment Committee Member, Start Date: 01/2015, Approximately 1 hour/month, not during securities trading hours; Help oversee the management of the church endowment on a pro-bono basis [4] Pioneer Valley Estate Planning Council, Inc., Not Investment-related, Hadley, MA, Charitable organization, Board Member, Start Date: 01/2018, Approximately 4 hours/month, not during securities trading hours; Vice President and Co-Chair of the marketing and membership committees. [5] Common Good, LLC (formerly rCredits), Not investment-related, Ashfield, MA, Charitable Organization, Investment Committee Member, Start Date: 01/2017, 1 hour/month, not during securities trading hours, Help oversee the management of the organization's endowment on a volunteer basis. [6] CSR Hub, Not investment-related, New York, NY, Corporation, Passive Investor, Start 06/2012, 0 hours. [7] Backstage Capital, Not investment-related, Los Angeles, CA, Partnership, Passive Investor, Start 01/2022, 0 hours. [8] CoPeace, Not investment-related, Highlands Ranch, CO, Partnership, Passive Investor, Start 05/2022, 0 hours. [9] NSSC Holdings LLC dba Small Change, Not investment-related, Pittsburgh, PA, Partnership, Passive Investor, Start 11/2022, 0 hours. [10] New Majority Capital, Not investment-related, Providence, RI, Partnership, Passive Investor, Start 10/2022, 0 hours. [11] Junto Creations, Not investment-related, Leander, TX, Corporation, Passive Investor, Start 06/2021, 0 hours. [12] Community Ventures dba Force For Good Fund, Not investment-related, San Francisco, CA, Charitable Organization, Passive Investor, Start 11/2016, 0 hours. [13] Iroquois Valley Farms REIT, Not investment-related, Wilmette, IL, Corporation, Passive Investor, Start 07/2016, 0 hours. [14] B Corp Consumer Circle LP, Not investment-related, San Francisco, CA, Partnership, Passive Investor, Start 11/2014, 0 hours. [15] Snocap US LP, Not investment-related, Seattle, WA, Partnership, Passive Investor, Start 02/2023, 0 hours. [16] World Tree USA, LLC, Not investment-related, Segundo, CA, Partnership, Passive Investor, Start 04/2021, 0 hours. [17] Terracycle, Not investment-related, Trenton, NJ, Corporation, Passive Investor, Start 10/2018, 0 hours. [18] Backstage Capital Flex Fund 2, Not investment-related, Los Angeles, CA, Partnership, Passive Investor, Start 05/2022, 0 hours. [19] Artisan Beverage Cooperative, Inc., Not investment-related, Greenfield, MA, Corporation, Passive Investor, Start 09/2015, 0 hours. [20] Cooperative Regions of Producer Pools - CROPP dba Organic Valley, Not investment-related, LaFarge, WI, Corporation, Passive Investor, Start 10/2005, 0 hours. [21] 24 Carrots, LLC dba Brooklyn Grange, Not investment-related, Brooklyn, NY, Corporation, Passive Investor, Start 08/2016, 0 hours. [22] Expert DOJO, Not investment-related, Santa Monica, CA, Corporation, Passive Investor, Start 10/2021, 0 hours. [23] Hunter College High School Alumni Association, Not investment-related, New York, NY, Educational organization, Board Member, Start 06/2023, 1 hour/month, not during securities trading hours, member of the finance and investment committee. [24] AWH Holdings I, LP, Not investment-related, Coronado, CA, Partnership, Passive Investor, Start 06/2023, 0 hours.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Mark/nicholas Bellak'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®
NoneExperience
Current
March 27, 2023 - Present
PERIGON WEALTH MANAGEMENT, LLC
Office #1: 321 Main Street, Amherst, MA 01002RIA
CRD#: 131037
Amherst, MA
Past
April 17, 2009 - June 30, 2023
STAKEHOLDERS CAPITAL
RIA
CRD#: 148469
AMHERST, MA
Past
October 8, 2007 - March 31, 2008
TEAM WEALTH PLANNING AND MANAGEMENT, INC.
RIA
CRD#: 129807
AMHERST, MA
Past
December 4, 2000 - July 24, 2002
GOLDMAN SACHS EXECUTION & CLEARING, L.P.
BD
CRD#: 3466
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".
PW
PERIGON WEALTH MANAGEMENT, LLC
ANTHEM ADVISORS | WEALTH ADVISORS | STAKEHOLDERS CAPITAL | PRUDEO PARTNERS | PM WEALTH MANAGEMENT | PERIGON WEALTH MANAGEMENT, LLC | COLLABORATION CAPITAL | COGNIZANT WEALTH ADVISORS | BURLESON & COMPANY | BLUE WATER CAPITAL MANAGEMENT | ANTHEM WEALTH PARTNERS
CRD#: 131037 / SEC#: 801-62988
RIA
Registered Investment Advisory firm - (4/7/2004 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
Massachusetts(3/27/2023)
IAR
Texas(11/30/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 55
Date: 12/12/2000
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
Current Firm
PW
PERIGON WEALTH MANAGEMENT, LLC
ANTHEM ADVISORS | WEALTH ADVISORS | STAKEHOLDERS CAPITAL | PRUDEO PARTNERS | PM WEALTH MANAGEMENT | PERIGON WEALTH MANAGEMENT, LLC | COLLABORATION CAPITAL | COGNIZANT WEALTH ADVISORS | BURLESON & COMPANY | BLUE WATER CAPITAL MANAGEMENT | ANTHEM WEALTH PARTNERS
CRD#: 131037 / SEC#: 801-62988
RIA
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Contact information
Main Address
201 Mission Street Suite 1825, San Francisco, CA 94105
Mailing Address
Phone number
(877) 977-2555
Established
Firm type
Fiscal year end
# of Employees
141
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 |
|---|---|---|
| 09/24/2024 | ||
| 10/24/2023 |
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.
