MP
Miguel A. Padilla
BNB WEALTH MANGAGEMENT
Silver Spring, MD 20910
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CRD#: 4743123
MP
Professional summary
Miguel Antonio Padilla is a registered financial advisor currently at BNB WEALTH MANGAGEMENT, LLC located in Silver Spring, Maryland and CAPITOL SECURITIES MANAGEMENT, INC. located in Silver Spring, Maryland.
Miguel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Miguel has worked at 5 firms and has passed the Series 66, SIE and Series 7 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.
1) Name of Business: BNB Wealth Management LLC
Investment-related: YES
Address: 8730 GEORGIA AVE ST. 500 SILVER SPRING, MD 20901
Nature of the other business: Investment Advisory
Position, title, or relationship with the other business: investment advisor
Start date: 11/1/2011
Approximate number of hours/month you devote to the other business: 172
Approximate number of hours/month you devote to the other business during securities trading hours: 140
Describe your duties relating to the other business: advise clients on which investment, choose based on their risk tolerance, income needs, time horizon and objectives. review the performance of their portfolio on a timely basis
2) Name of Business: THE NAUTI SAILOR/MIDSUMMER'S DREAM. INVESTMENT PROPERTY
Investment-related: YES
Address: 53260 RUNBOUT CIR FRISCO NC.
Nature of the other business: vacation rental
Position, title, or relationship with the other business: owner
Start date: 1/13/12
Approximate number of hours/month you devote to the other business: 4
Approximate number of hours/month you devote to the other business during securities trading hours: 4
Describe your duties relating to the other business: manage property, maintenance, pay expenses
CRS (Client Relationship Summary) - RIA
Click below to view Miguel Antonio Padilla's 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®
NoneExperience
Current
October 7, 2010 - Present
BNB WEALTH MANGAGEMENT, LLC
Office #1: 8730 Georgia Avenue Suite 500, Silver Spring, MD 20910RIA
CRD#: 107702
Silver Spring, MD
Current
December 13, 2011 - Present
CAPITOL SECURITIES MANAGEMENT, INC.
Office #1: 8730 Georgia Avenue Suite 500, Silver Spring, MD 20910RIA
BD
CRD#: 14169
Silver Spring, MD
Past
November 4, 2009 - December 20, 2011
INTERCOASTAL CAPITAL MARKETS, INC.
BD
CRD#: 83
BOCA RATON, FL
Past
April 21, 2009 - September 9, 2009
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
FALLS CHURCH, VA
Past
April 21, 2009 - September 9, 2009
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
FALLS CHURCH, VA
Past
September 10, 2008 - March 5, 2009
EDWARD JONES
RIA
CRD#: 250
ROCKVILLE, MD
Past
August 15, 2008 - March 5, 2009
EDWARD JONES
BD
CRD#: 250
ROCKVILLE, MD
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".
BW
BNB WEALTH MANGAGEMENT, LLC
ANDREW R. BELLAMAH INVESTMENT ADVISORY LLC | BNB WEALTH MANGAGEMENT, LLC | BNB WEALTH MANAGEMENT, LLC | BELLAMAH ANDREW R. INVESTMENT ADVISORY LLC | BELLAMAH ANDREW R INVESTMENT ADVISORY LLC | BELLAMAH ANDREW R INVESTMENT ADVISORY INC | ANDREW R. BELLAMAH INVESTMENT ADVISORY, LLC
CRD#: 107702 / SEC#: 801-53808
RIA
Registered Investment Advisory firm - (2/7/1997 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(9/24/2015)
RR
Delaware(5/22/2025)
RR
District of Columbia(12/20/2011)
RR
Florida(10/12/2015)
RR
Illinois(2/28/2023)
IAR
Maryland(10/7/2010)
RR
Maryland(12/13/2011)
RR
New York(9/18/2019)
RR
North Carolina(12/14/2011)
RR
South Carolina(2/28/2023)
RR
Virginia(12/20/2011)
RR
Washington(6/6/2012)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BW
BNB WEALTH MANGAGEMENT, LLC
ANDREW R. BELLAMAH INVESTMENT ADVISORY LLC | BNB WEALTH MANGAGEMENT, LLC | BNB WEALTH MANAGEMENT, LLC | BELLAMAH ANDREW R. INVESTMENT ADVISORY LLC | BELLAMAH ANDREW R INVESTMENT ADVISORY LLC | BELLAMAH ANDREW R INVESTMENT ADVISORY INC | ANDREW R. BELLAMAH INVESTMENT ADVISORY, LLC
CRD#: 107702 / SEC#: 801-53808
RIA
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Contact information
Main Address
8730 Georgia Avenue Suite 500, Silver Spring, MD 20910
Mailing Address
Phone number
(301) 562-7300
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 519 |
| AUM (Assets Under Management) | $ 252,000,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
