Brad A. Harris

BELLARS HARRIS WEALTH MANAGEMENT

VIRGINIA BEACH, VA 23462-3881

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CRD#: 4492677

Professional summary

Brad Alan Harris is a registered financial advisor currently at BELLARS HARRIS WEALTH MANAGEMENT located in Virginia Beach, Virginia.

Brad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Brad has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Brad Alan Harris'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

January 2, 2026 - Present

BELLARS HARRIS WEALTH MANAGEMENT

Office #1: 4429 Bonney Rd. Suite 530, Virginia Beach, VA 23462-3881

RIA

CRD#: 338986

VIRGINIA BEACH, VA

Past

May 19, 2022 - December 31, 2025

CPC ADVISORS, LLC

RIA

CRD#: 111025

Virginia Beach, VA

Past

May 18, 2020 - December 15, 2022

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Virginia Beach, VA

Past

May 18, 2020 - December 31, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Virginia Beach, VA

Past

April 15, 2005 - May 21, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

VIRGINIA BEACH, VA

Past

April 15, 2005 - May 21, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

VIRGINIA BEACH, VA

Past

March 27, 2002 - April 28, 2005

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

NORFOLK, VA

Past

March 8, 2002 - April 28, 2005

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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

Virginia
(1/2/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/26/2002

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/7/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 10/13/2020

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 9/14/2020

General Securities Sales Supervisor - Options Module Examination

Current Firm

BELLARS HARRIS WEALTH MANAGEMENT

BELLARS HARRIS WEALTH MANAGEMENT | BELLARS HARRIS WEALTH MANAGEMENT, LLC

CRD#: 338986 / SEC#: 801-134785

RIA

Registered Investment Advisory firm - (11/19/2025 120-Day Approval)

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Contact information

Main Address

4429 Bonney Rd. Suite 530, Virginia Beach, VA 23462-3881

Mailing Address

Phone number

(757) 704-4200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BELLARS HARRIS WEALTH MANAGEMENT ADV PART 2A 10-2025 (10/20/2025)

BELLARS HARRIS WEALTH MANAGEMENT ADV PART 2A APPENDIX 1 10-2025 (10/20/2025)

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.

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Brad A. Harris

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brad Alan Harris's CRS (Customer Relationship Summary).

Certified licenses

Experience

CPC ADVISORS, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/26/2002

SIE

Date: 10/1/2018

Series 7

Date: 3/7/2002

Series 10

Date: 10/13/2020

Series 9

Date: 9/14/2020

Current Firm

BELLARS HARRIS WEALTH MANAGEMENT

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

BELLARS HARRIS WEALTH MANAGEMENT

TRUST BUT VERIFY

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