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Andrew Mark/nicholas Bellak

STAKEHOLDERS CAPITAL, INC.·AMHERST, Massachusetts
Series 7, Series 55, Series 65Clean record18 years registeredSTAKEHOLDERS CAPITAL, INC.
321 MAIN STREET, AMHERST, MA 01002-2034CRD# 2466556Firm CRD# 148469

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Mark/nicholas Bellak · AMHERST, MA
Registration
CRD #2466556 · STAKEHOLDERS CAPITAL, INC. · 18 years registered
Brand Profile
Not yet started
01

Career History

PERIGON WEALTH MANAGEMENT, LLC
Mar 2023 – present
STAKEHOLDERS CAPITAL
Apr 2009 – Jun 2023
AMHERST, MA
TEAM WEALTH PLANNING AND MANAGEMENT, INC.
Oct 2007 – Mar 2008
AMHERST, MA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 55
Series 65
Registration record
First registered · October 8, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STAKEHOLDERS CAPITAL, INC.
CRD 148469 · SEC 801-118671
AUM
$146M
Regulatory assets under management
Employees
8
620 client accounts
Services offered by STAKEHOLDERS CAPITAL, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STAKEHOLDERS CAPITAL, INC. →
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05

Frequently Asked Questions

What services does Andrew Mark/nicholas Bellak offer?
Andrew Mark/nicholas Bellak specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AMHERST, Massachusetts for a consultation.
What are Andrew Mark/nicholas Bellak's credentials?
Andrew Mark/nicholas Bellak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Mark/nicholas Bellak located?
Andrew Mark/nicholas Bellak is based in AMHERST, Massachusetts, working with STAKEHOLDERS CAPITAL, INC.. Their office serves clients in the AMHERST metropolitan area and surrounding communities.
How does Andrew Mark/nicholas Bellak charge for services?
Andrew Mark/nicholas Bellak's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STAKEHOLDERS CAPITAL, INC.?
STAKEHOLDERS CAPITAL, INC. has approximately 8 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Terrance Jerome Mollner
AMHERST, MA

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