AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
ZH

Zachary O. Harris

BELLARS HARRIS WEALTH MANAGEMENT
VIRGINIA BEACH, VA 23462-3881
Some features on this profile are disabled
CRD#: 7384594
ZH
Zachary Owen HarrisBELLARS HARRIS WEALTH MANAGEMENT

Professional summary

Zachary Owen Harris, who also goes by Zach Owen Harris, is a registered financial advisor currently at BELLARS HARRIS WEALTH MANAGEMENT located in Virginia Beach, Virginia.

Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Zachary has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Zach Owen Harris

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 Zachary Owen Harris's CRS (Customer Relationship Summary).
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®
None

Experience

Current

January 2, 2026 - Present

BELLARS HARRIS WEALTH MANAGEMENT

Office #1: 4429 Bonney Rd. Suite 530, Virginia Beach, VA 23462-3881
RIA
CRD#: 338986
VIRGINIA BEACH, VA
Past

May 13, 2022 - December 31, 2025

CPC ADVISORS, LLC

RIA
CRD#: 111025
Virginia Beach, VA
Past

April 28, 2022 - September 19, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
Virginia Beach, VA
Past

December 17, 2021 - December 31, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Virginia Beach, VA

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
Virginia
(1/2/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/26/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/17/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/30/2021
Securities Industry Essentials Examination

Current Firm

BH
BELLARS HARRIS WEALTH MANAGEMENT
BELLARS HARRIS WEALTH MANAGEMENT | BELLARS HARRIS WEALTH MANAGEMENT, LLC

CRD#: 338986 / SEC#: 801-134785

RIA
Registered Investment Advisory firm - (11/19/2025 120-Day Approval)
Loading...

Contact information

Main Address
4429 Bonney Rd. Suite 530, Virginia Beach, VA 23462-3881
Mailing Address
Phone number
(757) 704-4200
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BELLARS HARRIS WEALTH MANAGEMENT ADV PART 2A 10-2025 (10/20/2025)
BELLARS HARRIS WEALTH MANAGEMENT ADV PART 2A APPENDIX 1 10-2025 (10/20/2025)
0

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

BELLARS HARRIS WEALTH MANAGEMENT

CRD#: 338986Virginia Beach, VA 23462-3881

TRUST BUT VERIFY

Monitor Zachary Harris

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Nilay Barefield
Nilay BarefieldAdvisorCheck Check Mark
CETERA INVESTMENT ADVISERS LLC
IAR
RR
San Diego, CA
Nathan Leroy Bosek
Nathan BosekAdvisorCheck Check Mark
FARTHER
IAR
Sartell, MN
GH
Gregory HollandAdvisorCheck Check Mark
O'HAGAN GROUP, INC.
IAR
BETHLEHEM, PA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.