George Bellish (CRD# 2646202) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 25 years of experience in the finance industry.
CRD# 2564494
Stifel, Nicolaus & Company, Incorporated
CRD# 4188944
O'shaughnessy Asset Management, LLC
CRD# 1110398
New Edge Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| American Portfolios | Warren, OH | May 2007 - Current | 17 |
| Capital Business Strategies | Warren, OH | Aug 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1999 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
- OH
- PA
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Total Assets Under Management13,084MILLIONS
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Total Number of Accounts54,553ACCOUNTS
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Average Account Value$239,833
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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