Samuel J. Bello

BELLOADVISERS

Kailua, HI

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CRD#: 4950064

Professional summary

Samuel James Bello, CFP®, who also goes by Sam Bello, is a registered financial advisor currently at BELLOADVISERS, LLC located in Kailua, Hawaii.

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Samuel has worked at 6 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sam Bello

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 Samuel James Bello'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®

CFP^®

CRD#: 7461

HONOLULU, HI

Past

November 8, 2005 - November 8, 2005

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

November 8, 2005 - November 8, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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

Hawaii
(7/16/2013)

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: 9/7/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 11/7/2005

General Securities Representative Examination

Current Firm

BELLOADVISERS, LLC

CRD#: 167919 / SEC#:

Hawaii

Registered Investment Advisory firm - (7/11/2013 Approved)

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Contact information

Main Address

Kailua, HI

Mailing Address

Phone number

(808) 254-0022

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	158
AUM (Assets Under Management)	$ 88,000,000

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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Samuel J. Bello

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Samuel James Bello's CRS (Customer Relationship Summary).

Certified licenses

Experience

BELLOADVISERS, LLC

DAVID F. BELLO, CFP

ANDREWS ADVISORY ASSOCIATES, LLC

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/7/2006

Series 7

Date: 11/7/2005

Current Firm

BELLOADVISERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BELLOADVISERS, LLC

TRUST BUT VERIFY

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