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Tamrah J. Bordini

BELLEAIR WEALTH MANAGEMENT
Fort Mill, SC 29708
Some features on this profile are disabled
CRD#: 7865020
TB

Professional summary

Tamrah Jennifer Bordini, who also goes by Tamrah Jennifer Kruis, is a registered financial advisor currently at BELLEAIR WEALTH MANAGEMENT, LLC located in Fort Mill, South Carolina.

Tamrah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Tamrah has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tamrah Jennifer Kruis

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.
02/2015 Antique Jewelry Love, LLC; Owner; Online Retail Boutique; Non Investment Related; Fort Mill, SC 29708; approximately 10 to 15 hours / week; 0 hours during trading hours; purchase/appraise jewelry for this business

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tamrah Jennifer Bordini'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

September 16, 2024 - Present

BELLEAIR WEALTH MANAGEMENT, LLC

Office #1: 885 Gold Hill Road Suite 139, Fort Mill, SC 29708
RIA
CRD#: 131666
Fort Mill, SC
Past

February 7, 2024 - April 4, 2024

INSPIRE ADVISORS, LLC

RIA
CRD#: 300279
Fort Mill, SC

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
Florida
(9/25/2024)
IAR
South Carolina
(9/16/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/4/2023
Uniform Investment Adviser Law Examination

Current Firm

BW
BELLEAIR WEALTH MANAGEMENT, LLC
BELLEAIR WEALTH MANAGEMENT | WAMSLEY, STANLEY ALAN | BELLEAIR WEALTH MANAGEMENT, LLC

CRD#: 131666 / SEC#: 801-134914

Arizona
Registered Investment Advisory firm - (10/30/2025 Termination Requested)
California
Registered Investment Advisory firm - (10/30/2025 Termination Requested)
Florida
Registered Investment Advisory firm - (5/3/2000 Approved)
Hawaii
Registered Investment Advisory firm - (9/18/2024 Approved)
South Carolina
Registered Investment Advisory firm - (9/16/2024 Approved)
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Contact information

Main Address
2811 West Bay Drive, Belleair Bluffs, FL 33770
Mailing Address
Phone number
(727) 586-5655
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (11/14/2025)

Regulatory assets under management

Total Number of Accounts373
AUM (Assets Under Management)$ 112,971,876

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

BELLEAIR WEALTH MANAGEMENT, LLC

CRD#: 131666Fort Mill, SC 29708

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