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Inga Bely

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CRD#: 4714272
IB

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.

Inga Bely, who also goes by Inga Savosina, was a registered financial professional .

Inga is a previously registered financial professional and started their career in finance in 2006. Inga had worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Inga Savosina

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

December 13, 2018 - December 19, 2025

FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

RIA
CRD#: 143319
SAN JOSE, CA
Past

October 29, 2018 - September 2, 2020

FORESIDE FINANCIAL SERVICES, LLC

BD
CRD#: 148477
San Jose, CA
Past

December 4, 2006 - December 13, 2018

LWI FINANCIAL INC.

RIA
CRD#: 111861
SAN JOSE, CA
Past

April 19, 2006 - October 29, 2018

LORING WARD SECURITIES INC.

BD
CRD#: 46337
San Jose, CA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FP
FOCUS PARTNERS ADVISOR SOLUTIONS, LLC
BAM ADVISOR SERVICES, LLC | WEATHERSTONE CAPITAL MANAGEMENT | LORING WARD | FOCUS PARTNERS ADVISOR SOLUTIONS, LLC | CHARLESTON INVESTMENT ADVISORS | BUCKINGHAM STRATEGIC PARTNERS, LLC

CRD#: 143319 / SEC#: 801-67641

RIA
Registered Investment Advisory firm - (2/1/2007 Approved)

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
IAR
Series 66
Date: 7/17/2006
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/20/2010
General Securities Principal Examination

Current Firm


FP
FOCUS PARTNERS ADVISOR SOLUTIONS, LLC
BAM ADVISOR SERVICES, LLC | WEATHERSTONE CAPITAL MANAGEMENT | LORING WARD | FOCUS PARTNERS ADVISOR SOLUTIONS, LLC | CHARLESTON INVESTMENT ADVISORS | BUCKINGHAM STRATEGIC PARTNERS, LLC

CRD#: 143319 / SEC#: 801-67641

RIA
Registered Investment Advisory firm - (2/1/2007 Approved)
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Contact information


Main Address
190 Carondelet Plaza Suite 600, St. Louis, MO 63105
Mailing Address
Phone number
(314) 725-0455
Established
Firm type
Fiscal year end
# of Employees
368

SEC notice filing (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WEATHERSTONE CAPITAL MANAGEMENT (DBA FOR FOCUS PARTNERS ADVISOR SOLUTIONS) PART 2A (2/1/2026)

Regulatory assets under management


Total Number of Accounts78,053
AUM (Assets Under Management)$ 32,238,330,999

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


FOCUS PARTNERS ADVISOR SOLUTIONS, LLC

CRD#: 143319

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