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

Anastasios P. Belesis

Some features on this profile are disabled
CRD#: 2707354
AB

Professional summary


Anastasios P Belesis was barred by both the FINRA and the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Anastasios is a previously registered financial professional and started their career in finance in 1996. Prior to being barred, Anastasios had worked at 6 firms, which includes JOHN THOMAS FINANCIAL, JOSEPH GUNNAR & CO. LLC, S.W. BACH & COMPANY, HARRISON SECURITIES INC., LADENBURG CAPITAL MANAGEMENT INC., FIRST ASSET MANAGEMENT INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Anastasios Belesis | Thomas Belesis | Tommy Belesis

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

January 12, 2007 - July 5, 2013

JOHN THOMAS FINANCIAL

BD
CRD#: 40982
NEW YORK, NY
Past

December 16, 2005 - January 12, 2007

JOSEPH GUNNAR & CO. LLC

BD
CRD#: 24795
NEW YORK, NY
Past

November 24, 2003 - December 21, 2005

S.W. BACH & COMPANY

BD
CRD#: 43522
NEW YORK, NY
Past

September 25, 2001 - December 18, 2003

HARRISON SECURITIES, INC.

BD
CRD#: 14103
PORT WASHINGTON, NY
Past

August 19, 1998 - October 23, 2001

LADENBURG CAPITAL MANAGEMENT INC.

BD
CRD#: 14623
BETHPAGE, NY
Past

July 24, 1996 - August 27, 1998

FIRST ASSET MANAGEMENT, INC.

BD
CRD#: 17341
GARDEN CITY, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/26/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/22/1998
General Securities Principal Examination

Current Firm


JT
JOHN THOMAS FINANCIAL
GOTHAM LAWRENCE CORPORATION | LAWRENCE MARKETING, INC. | JOHN THOMAS FINANCIAL

CRD#: 40982 / SEC#: , 8-49254

BD
Terminated by SEC on 09/06/2013
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
Mailing Address
Phone number
Established
New York since 06/20/1996
Firm type
Corporation
Fiscal year end
May
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
CASTELLANO, JOSEPH LOUISCHIEF COMPLIANCE OFFICER1158479

Disclosures


Regulatory Event11
Arbitration18

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


JOHN THOMAS FINANCIAL

CRD#: 40982

TRUST BUT VERIFY

Monitor Anastasios Belesis

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

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
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