GB

Gleb N. Belonogoff

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CRD#: 4378628
GB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gleb Na Belonogoff, who also goes by Gleb Belonogoff, was a registered financial professional .

Gleb is a previously registered financial professional and started their career in finance in 1998. Gleb had worked at 1 firm .

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gleb Belonogoff

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.

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 13, 1998 - March 28, 2017

STEWART & PATTEN CO LLC

RIA
CRD#: 109235
SAN FRANCISCO, CA

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


Current Firm


S&
STEWART & PATTEN CO LLC
STEWART & PATTEN CO LLC

CRD#: 109235 / SEC#: 801-55172

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Contact information


Main Address
3675 Mt. Diablo Blvd, Suite 340, Lafayette, CA 94549
Mailing Address
Phone number
(415) 421-4932
Established
Firm type
Fiscal year end
# of Employees
5

Regulatory assets under management


Total Number of Accounts773
AUM (Assets Under Management)$ 1,028,662,783

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
10/03/2023
01/27/2023
12/14/2021

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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Company Information


STEWART & PATTEN CO LLC

CRD#: 109235

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