Belleair Wealth Management, LLC is an independent, SEC-registered fiduciary wealth management and investment advisory firm located on West Bay Drive in Belleair Bluffs, Florida. Led by Managing Director and Chief Compliance Officer Randall A. ("Randy") Pattison, CTFA®, alongside Wealth Advisor James Anthony Bankes, CPA/PFS®, and David Kruis, the practice serves retirees, high-net-worth individuals, and families across Belleair, Belleair Bluffs, Largo, Seminole, and coastal Pinellas County with discretionary portfolio management, tax-integrated retirement planning, and trust and estate coordination.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); SEC IAPD Individual Profile (Randall A. Pattison); Belleair Wealth Management Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-134914; independent fiduciary Registered Investment Adviser headquartered on West Bay Drive in Belleair Bluffs, FL.
Issuer: SEC / AICPA / ABA
Notes: Led by Managing Director & CCO Randall A. ('Randy') Pattison, CTFA® (Certified Trust and Fiduciary Advisor; CRD #2569261) and Wealth Advisor James Anthony Bankes, CPA/PFS® (Personal Financial Specialist).
Factual details and direct answers about Belleair Wealth Management, LLC's services, licensing, and credentials.
What is the SEC registration of Belleair Wealth Management, LLC?
Belleair Wealth Management, LLC is an active SEC-registered Investment Adviser operating under CRD #131666 and SEC File #801-134914.
What specialized credentials do the advisors at Belleair Wealth Management hold?
Managing Director Randy Pattison (CRD #2569261) holds the Certified Trust and Fiduciary Advisor (CTFA®) designation, and Wealth Advisor James A. Bankes is a Certified Public Accountant and Personal Financial Specialist (CPA/PFS®).
Where is Belleair Wealth Management located in Pinellas County?
The firm's office is located at 2811 West Bay Drive in Belleair Bluffs, Florida 33770, near the Indian Rocks Bridge, serving Belleair, Belleair Bluffs, Belleair Beach, Largo, Clearwater, and Seminole.
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