Belmont Global Advisors, Inc.

Belmont Global Advisors, Inc. (CRD# 106184) is a financial advisory firm headquartered in Dallas, TX. They manage $367,000,000 in 47 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    367
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $7,808,511
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
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.

TX

Financial Advisors at Belmont Global Advisors, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Edward F. Sullivan
CRD#: 4351128
2999 Turtle Creek Blvd., Dallas, TX 75219
96
Wealthminder
score

Edward Sullivan (CRD# 4351128) is an Investment Advisor Representative working at Belmont Global Advisors, Inc. in Dallas, TX and has over 15 years of experience in the finance industry.

2
John P. Boone
CRD#: 1050383
2999 Turtle Creek Blvd., Dallas, TX 75219
93
Wealthminder
score

John Boone (CRD# 1050383) is an Investment Advisor Representative working at Belmont Global Advisors, Inc. in Dallas, TX and has over 31 years of experience in the finance industry.

3
Steven M. Harasym
CRD#: 4713777
2999 Turtle Creek Blvd., Dallas, TX 75219
93
Wealthminder
score

Steven Harasym (CRD# 4713777) is an Investment Advisor Representative working at Belmont Global Advisors, Inc. in Dallas, TX and has over 10 years of experience in the finance industry.

4
Gloria E. Martindale
CRD#: 1985231
2999 Turtle Creek Blvd., Dallas, TX 75219
93
Wealthminder
score

Gloria Martindale (CRD# 1985231) is an Investment Advisor Representative working at Belmont Global Advisors, Inc. in Dallas, TX and has over 21 years of experience in the finance industry.

5
John P. Nowak
CRD#: 4849403
2999 Turtle Creek Blvd., Dallas, TX 75219
93
Wealthminder
score

John Nowak (CRD# 4849403) is an Investment Advisor Representative working at Belmont Global Advisors, Inc. in Dallas, TX and has over 12 years of experience in the finance industry.

6
Patsy R. Putnam
CRD#: 3163312
2999 Turtle Creek Blvd., Dallas, TX 75219
93
Wealthminder
score

Patsy Putnam (CRD# 3163312) is an Investment Advisor Representative working at Belmont Global Advisors, Inc. in Dallas, TX and has over 14 years of experience in the finance industry.

7
Brad D. Martin
CRD#: 5459614
2999 Turtle Creek Blvd., Dallas, TX 75219
89
Wealthminder
score

Brad Martin (CRD# 5459614) is an Investment Advisor Representative working at Belmont Global Advisors, Inc. in Dallas, TX and has over 2 years of experience in the finance industry.

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