John Beldy
Professional summary
John Beldy, who also goes by John Robert Beldy, is a registered financial advisor currently at SENTRY CAPITAL MANAGEMENT, LLC located in Lakewood, Colorado.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. John has worked at 5 firms and has passed the Series 65, Series 66, Series 57TO, SIE, Series 55, Series 7, Series 3, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Beldy's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 14, 2022 - Present
SENTRY CAPITAL MANAGEMENT, LLC
April 29, 2022 - August 6, 2022
EXCEED ADVISORY LLC
April 22, 2022 - May 5, 2022
SENTRY CAPITAL MANAGEMENT, LLC
January 24, 2022 - October 31, 2023
CHELSEA FINANCIAL SERVICES
July 25, 2005 - February 21, 2020
CHARLES SCHWAB & CO., INC.
July 19, 2005 - February 21, 2020
CHARLES SCHWAB & CO., INC.
September 2, 2004 - January 31, 2005
WADDELL & REED
August 11, 2004 - January 31, 2005
WADDELL & REED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/14/2022)
Exams
Series 57TO
Date: 1/2/2023
Securities Trader ExamSeries 55
Date: 10/19/2012
Limited Representative-Equity Trader ExamCurrent Firm
SENTRY CAPITAL MANAGEMENT, LLC
CRD#: 308480 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 7,539,437 |
Red Flags
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