Vladimir A. Belinsky
Professional summary
Vladimir Alexeyvich Belinsky, who also goes by Walter Alex Belinsky, is a registered financial advisor currently at HERMITAGE ADVISORS, LTD. located in Danville, California.
Vladimir is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1978. Vladimir has worked at 12 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Vladimir Alexeyvich Belinsky's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 30, 2003 - Present
HERMITAGE ADVISORS, LTD.
October 24, 2002 - June 9, 2003
VWM INSURANCE SERVICES, LLC
November 9, 1999 - March 28, 2000
DRAKE & COMPANY, INC.
August 21, 1996 - December 2, 1997
AMERICAN EASTERN SECURITIES, INC.
June 28, 1994 - March 12, 1996
TCW FUNDS DISTRIBUTORS LLC
August 13, 1990 - October 27, 1993
SANFORD C. BERNSTEIN & CO., INC.
October 25, 1989 - December 22, 1989
JONES INTERNATIONAL SECURITIES, LTD.
March 16, 1987 - March 8, 1988
ROBERTSON, STEPHENS & COMPANY LLC
July 23, 1982 - February 6, 1987
WINTHROP SECURITIES CO., INC.
December 21, 1978 - July 1, 1982
BIRR, WILSON & CO., INC.
February 24, 1978 - January 27, 1979
MORGAN STANLEY DW INC.
January 3, 1978 - February 24, 1978
DEAN WITTER & CO. INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/30/2003)
(4/4/2019)
Exams
Current Firm
HERMITAGE ADVISORS, LTD.
CRD#: 127564 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 18 |
| AUM (Assets Under Management) | $ 16,202,027 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/27/2023 |
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.
