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

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
RP

Randy A. Pattison

BELLEAIR WEALTH MANAGEMENT
Belleair Bluffs, FL 33770
Some features on this profile are disabled
CRD#: 2569261
RP

Professional summary

Randy Alan Pattison, who also goes by Randy Pattison, is a registered financial advisor currently at BELLEAIR WEALTH MANAGEMENT, LLC located in Belleair Bluffs, Florida.

Randy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Randy has worked at 3 firms and has passed the Series 66, Series 65 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Randy Pattison

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) October 2010 - Pattison Wealth, LLC - 2811 W. Bay Drive, Belleair Bluffs, FL 33770 - General Member/Owner OF LLC. DBA Name/Marketing Name used to market insurance & Investment products - 40Hrs/Month 2) May 2012 - Ralan, LLC - 22811 W. Bay Drive, Belleair Bluffs, FL 33770 - Member/Manager of holding company for Belleair Wealth Management 3) March 2024 - Belleair Health, LLC - 2811 W. Bay Drive, Belleair Bluffs, FL 33770 - Managing Member & General Agent - a Florida insurance agency providing a wide range of life and health insurance-based products for individuals and families - 20HRS/Month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randy Alan Pattison's CRS (Customer Relationship Summary).
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

April 16, 2012 - Present

BELLEAIR WEALTH MANAGEMENT, LLC

Office #1: 2811 West Bay Drive, Belleair Bluffs, FL 33770
RIA
CRD#: 131666
Belleair Bluffs, FL
Past

November 3, 2010 - September 3, 2013

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
BELLEAIR BLUFFS, FL
Past

November 2, 2010 - April 26, 2013

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
BELLEAIR BLUFFS, FL
Past

March 21, 2008 - June 1, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
INDIANAPOLIS, IN
Past

March 12, 2008 - June 1, 2009

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
INDIANAPOLIS, IN

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
Arizona
(9/10/2013)
IAR
California
(8/22/2013)
IAR
Florida
(4/16/2012)
IAR
Hawaii
(10/15/2024)
IAR
South Carolina
(9/16/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 3/20/2008
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 11/23/1994
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7
Date: 3/7/2008
General Securities Representative Examination

Current Firm

BW
BELLEAIR WEALTH MANAGEMENT, LLC
BELLEAIR WEALTH MANAGEMENT | WAMSLEY, STANLEY ALAN | BELLEAIR WEALTH MANAGEMENT, LLC

CRD#: 131666 / SEC#: 801-134914

Arizona
Registered Investment Advisory firm - (10/30/2025 Termination Requested)
California
Registered Investment Advisory firm - (10/30/2025 Termination Requested)
Florida
Registered Investment Advisory firm - (5/3/2000 Approved)
Hawaii
Registered Investment Advisory firm - (9/18/2024 Approved)
South Carolina
Registered Investment Advisory firm - (9/16/2024 Approved)
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
2811 West Bay Drive, Belleair Bluffs, FL 33770
Mailing Address
Phone number
(727) 586-5655
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (11/14/2025)

Regulatory assets under management

Total Number of Accounts373
AUM (Assets Under Management)$ 112,971,876

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

BELLEAIR WEALTH MANAGEMENT, LLC

CRD#: 131666Belleair Bluffs, FL 33770

TRUST BUT VERIFY

Monitor Randy Pattison

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

Similar Advisors

John Jaime Valencia
John ValenciaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
LARGO, FL
Spiros Vassilakos
Spiros VassilakosAdvisorCheck Check Mark
CSENGE ADVISORY GROUP, LLC
IAR
Tarpon Springs, FL
LG
Lee GorgasAdvisorCheck Check Mark
CHARLES SCHWAB & CO., INC.
IAR
RR
Tampa, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
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.