Chris A. Bettencourt

BETHESDA FINANCIAL ADVISORS

Bethesda, MD 20814

Some features on this profile are disabled

CRD#: 5710899

Professional summary

Chris Alan Bettencourt, CFP® is a registered financial advisor currently at BETHESDA FINANCIAL ADVISORS, LLC located in Bethesda, Maryland.

Chris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Chris has worked at 4 firms .

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.

MR. CHRIS BETTENCOURT IS A LICENSED LOAN OFFICER WITH BANCSTAR MORTGAGE, LLC. MY NMLS NUMBER IS 196871 MR. BETTENCOURT IS CURRENTLY LICENSED IN MARYLAND, VIRGINIA, AND WASHINGTON DC. BANCSTAR MORTGAGE, LLC PROVIDES RESIDENTIAL MORTGAGE FINANCING FOR QUALIFIED BORROWERS FOR PURCHASING AND REFINANCING PURPOSES. 10 HOURS OR LESS PER WEEK. 2. MR. BETTENCOURT IS A LICENSED LIFE, ANNUITY AND HEALTH INSURANCE AGENT. NATIONAL PRODUCER NUMBER: 16801351, MARYLAND LICENSE: 2100203, VIRGINIA LICENSE NUMBER: 852834; WASHINGTON DC LICENSE NUMBER: 3010979

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chris Alan Bettencourt'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^®

Certified Financial Planner

Start date: 2009

Experience

Current

May 14, 2014 - Present

BETHESDA FINANCIAL ADVISORS, LLC

Office #1: 8120 Woodmont Avenue Suite 830, Bethesda, MD 20814

RIA

CRD#: 170715

Bethesda, MD

Past

November 22, 2013 - May 14, 2014

REGAL INVESTMENT ADVISORS LLC

RIA

CRD#: 125004

BETHESDA, MD

Past

August 17, 2011 - December 31, 2013

ONYX WEALTH ADVISORS, INC.

RIA

CRD#: 119558

BETHESDA, MD

Past

September 8, 2009 - August 23, 2011

ARK FINANCIAL SERVICES, LLC

RIA

CRD#: 118257

BETHESDA, MD

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

Colorado
(9/25/2025)

IAR

District of Columbia
(5/15/2014)

IAR

Florida
(10/7/2025)

IAR

Maryland
(5/14/2014)

IAR

Texas
(8/13/2014)

IAR

Virginia
(3/17/2020)

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

Current Firm

BETHESDA FINANCIAL ADVISORS, LLC

BETHESDA FINANCIAL ADVISORS, LLC | BETTENCOURT, CHRIS A

CRD#: 170715 / SEC#:

Colorado

Registered Investment Advisory firm - (9/25/2025 Approved)

District of Columbia

Registered Investment Advisory firm - (5/15/2014 Approved)

Florida

Registered Investment Advisory firm - (10/7/2025 Approved)

Maryland

Registered Investment Advisory firm - (4/22/2014 Approved)

Texas

Registered Investment Advisory firm - (8/13/2014 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (3/17/2020 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

8120 Woodmont Avenue Suite 830, Bethesda, MD 20814

Mailing Address

Phone number

(301) 656-5600

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	190
AUM (Assets Under Management)	$ 69,507,175

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.

Similar Advisors

Raylonte Roach

EAGLE STRATEGIES LLC

IAR

BETHESDA, MD

Matthew Halverson

MORGAN STANLEY

IAR

Washington, DC

Erin Caines

EAGLE STRATEGIES LLC

IAR

DERWOOD, MD

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Chris A. Bettencourt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chris Alan Bettencourt's CRS (Customer Relationship Summary).

Certified licenses

Experience

BETHESDA FINANCIAL ADVISORS, LLC

REGAL INVESTMENT ADVISORS LLC

ONYX WEALTH ADVISORS, INC.

ARK FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Current Firm

BETHESDA FINANCIAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BETHESDA FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors