Belloadvisers, LLC

Belloadvisers, LLC (CRD# 167919) is a financial advisory firm headquartered in Kailua, HI. They manage $66,972,708 in 336 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    336
    ACCOUNTS
  • Average Account Value
    $199,324
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

HI

Financial Advisors at Belloadvisers, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David F. Bello
CRD#: 17659
212 Aikahi Loop, Kailua, HI 96734
96
Wealthminder
score

David Bello (CRD# 17659) is an Investment Advisor Representative working at Belloadvisers, LLC in Kailua, HI and has over 34 years of experience in the finance industry. David Bello has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Samuel J. Bello
CRD#: 4950064
212 Aikahi Loop, Kailua, HI 96734
96
Wealthminder
score

Samuel Bello (CRD# 4950064) is an Investment Advisor Representative working at Belloadvisers, LLC in Kailua, HI and has over 10 years of experience in the finance industry. Samuel Bello has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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