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Find, Compare and Monitor Financial Advisors at BELIADE

CRD#: 315415
RIA

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We have compiled every financial advisor who works at BELIADE in our database for you to search through. On this page, you will be able to find the closest financial advisors to you geographically, advisors with specific certifications that you are looking for, as well as many other filtering capabilities to help you search.

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

BELIADE is located at 31 Hudson Yards 11th Floor, New York, NY 10001. BELIADE has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of BELIADE’s clients are individuals and 0% of their clients are high net worth individuals. BELIADE has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BELIADE are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access BELIADE‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at BELIADE. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

Crafted using large generative AI models

Where the Statistical Data for BELIADE Comes From

Understanding the Statistics for BELIADE and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
31 Hudson Yards 11th Floor, New York, NY 10001
Phone Number
(929) 303-4417
Related websites
https://beliade.com/
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Latest Form ADV

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
DOLFI, MARTIN, JAMESMANAGING PARTNER01/20154821810
Williams, Whitney, RaeCHIEF FINANCIAL OFFICER01/20217395315

The Importance of Understanding a Firm’s Role when Evaluating an Advisor

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Advisor's working at BELIADE

Adriel Tam
AdvisorCheck Check Mark

Adriel Tam

Adriel T Tam
IAR
CRD#: 5301024
Location:
Seattle, WA 98104
Company:
THE ENSEMBLE TEAM
Disclosures:
Experience:
18 years
View Profile
SL
AdvisorCheck Check Mark

Scott W Lang

Scott Lang
IAR
RR
CRD#: 6637894
Location:
Prescott, AZ 86305
Company:
THRIVENT INVESTMENT MANAGEMENT INC.
Disclosures:
Experience:
9 years
View Profile
BF
AdvisorCheck Check Mark

Brian Michael Frost

IAR
RR
CRD#: 5771204
Location:
Santa Rosa, CA 95404
Company:
LPL FINANCIAL LLC
Disclosures:
Experience:
15 years
View Profile
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