AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
SB

Spyro Bellos

BROADRIDGE BUSINESS PROCESS OUTSOURCING
Edgewood, NY 11717-8382
Some features on this profile are disabled
CRD#: 2500098
SB

Professional summary


Spyro Bellos is a registered financial professional currently at BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC located in Edgewood, New York.

Spyro is registered as a RR (Registered Representative) and started their career in finance in 2004. Spyro has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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) - BD


Click below to view Spyro Bellos'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®
None

Experience


Current

February 8, 2013 - Present

BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC

Office #1: 300 Executive Drive Suite 1, Edgewood, NY 11717-8382
BD
CRD#: 114212
Edgewood, NY
Past

June 6, 2005 - June 1, 2012

APEX CLEARING CORPORATION

BD
CRD#: 13071
JERSEY CITY, NJ
Past

August 20, 2004 - June 13, 2005

NATIONAL INVESTOR SERVICES CORP.

BD
CRD#: 39410
BELLEVUE, NE

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
New Jersey
(2/22/2013)
RR
New York
(2/22/2013)

Exams


State Security Law Exam
RR
Series 63
Date: 4/23/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


BB
BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC
BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC | MSCS FINANCIAL SERVICES, LLC | MSCS FINANCIAL SERVICES | LTX

CRD#: 114212 / SEC#: , 8-53412

BD
Broker-Dealer Firm Regulated by FINRA (Long Island district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
300 Executive Drive Suite 1, Edgewood, NY 11717-8382
Mailing Address
300 Executive Drive Suite 1, Edgewood, NY 11717-8382
Phone number
(201) 793-9304
Established
Delaware since 04/06/2001
Firm type
Limited Liability Company
Fiscal year end
June
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
BROADRIDGE BPO HOLDING LLCSOLE MEMBER
ALEXANDER, MICHAEL JAYCEO/PRESIDENT/ MANAGER ON THE BOARD OF MANAGERS1428753
BEUTELSCHIES, WILL SAMUELDIRECTOR OF COMPLIANCE: AMLCO2779204
CASS, ALBERT JOHN LLLVICE PRESIDENT2182652
DEONIER, CHRISTIAN WILLIAMSENIOR VICE PRESIDENT2829240
GIACALONE, THOMAS A.PRINCIPAL OPERATING OFFICER / MANAGER ON THE BOARD OF MANAGERS2873774
JUHL, SVETLANAMANAGER ON THE BOARD OF MANAGERS6154375
PERRY, CHRISTOPHER JOHNMANAGER ON THE BOARD OF MANAGERS1841603
PORT, JAMES EDWARDCHIEF COMPLIANCE OFFICER2366427
SAX, CHARLES EDMONDCHIEF FINANCIAL OFFICER / VP / TREASURER / FINOP1821188

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


BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC

CRD#: 114212Edgewood, NY 11717-8382

TRUST BUT VERIFY

Monitor Spyro Bellos

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Randy Brickman
Randy BrickmanAdvisorCheck Check Mark
PARK AVENUE SECURITIES LLC
IAR
RR
NORTH WOODMERE, NY
GH
Gregory HarrisAdvisorCheck Check Mark
PFS INVESTMENTS INC.
RR
Farmingdale, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics