AB
Andrew J. Bellamah
BNB WEALTH MANGAGEMENT
Riverview, FL
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CRD#: 6244980
AB
Professional summary
Andrew Joseph Bellamah, who also goes by Andrew Bellamah, is a registered financial advisor currently at BNB WEALTH MANGAGEMENT, LLC located in Riverview, Florida and CAPITOL SECURITIES MANAGEMENT, INC. located in Boston, Massachusetts.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Andrew has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andrew Bellamah
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: 12715 Hammock Park Drive Riverview FL 33579 Nature of the other business: INVESTMENT ADVISOR REPRESENTATIVE Position, title, or relationship with the other business: INVESTMENT ADVISOR Start date: 04.17.14 Approximate number of hours/month you devote to the other business:50 HOURS PER WEEK Approximate number of hours/month you devote to the other business during securities trading hours: 32.5 HOURS PER WEEK Describe your duties relating to the other business: CLIENT CONTACT, PORTFOLIO MANAGEMENT AND FINANCIAL PLANNING 2)SalonRenter Investment-related: No Address:12715 HAMMOCK PARK DRIVE RIVERVIEW FL 33579 US; Nature of the other business: Website listing beauty specific commercial real estate; Position, title, or relationship with the other business: CEO Start date: 2022-06-01; Hours per month devoted to business outside trading hours: 8; Describe your duties relating to the other business:Launch and operate website 3)Name of Business: 4557 Northgate, LLC Investment-related: Yes Address: 1800 Northgate, LLC 912 Capriccio Lane Apollo Beach, FL. Title: Property Manager Start: 6/24/2016 Approx # of hours/month devoted to the other business: 5 Approx # of hours devoted during securities trading hours: 1.5 Duties: Mange the property and maintain the books which does not include the handling of the lease or maintenance of the property. 4)"Name of Business: Bench Partners Investment-related: Yes Address: 12715 Hammock Park Drive Riverview FL 33579 Nature of the other business: Communication with tenant, leasing agent, and vendors in regards to property maintenance. Position, title, or relationship with the other business: Manager Start date:6/15/23 Approximate number of hours/month you devote to the other business: 2 hours Approximate number of hours/month you devote to the other business during securities trading hours 0 Describe your duties relating to the other business: Manage, maintain, and lease a single tenant industrial building
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Joseph Bellamah'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
April 16, 2014 - Present
BNB WEALTH MANGAGEMENT, LLC
RIA
CRD#: 107702
Riverview, FL
Current
March 13, 2014 - Present
CAPITOL SECURITIES MANAGEMENT, INC.
Office #1: 50 Congress Street Suite 700, Boston, MA 02109RIA
BD
CRD#: 14169
Boston, MA
Past
April 16, 2014 - December 31, 2015
CAPITOL SECURITIES MANAGEMENT, INC.
RIA
CRD#: 14169
Riverview, FL
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
District of Columbia(11/4/2022)
RR
Florida(8/21/2014)
IAR
Florida(2/8/2021)
RR
Georgia(11/4/2022)
IAR
Maryland(4/16/2014)
RR
Maryland(6/20/2016)
RR
Massachusetts(2/27/2025)
RR
New York(1/3/2024)
RR
Virginia(6/20/2016)
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
Registered Investment Advisory firm - (2/7/1997 Approved)Upgrade to AdvisorCheck Premium
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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.
