Shareholder · Bellatore Financial, Inc.
Walter F. Burns
CRD 1410185 · Named on Form ADV at one SEC-registered adviser
At a glance
Bellatore Financial, Inc., an SEC-registered wealth manager based in The Woodlands, TX with $639 million in regulatory assets, lists Walter F. Burns on its Form ADV as Shareholder.
Firms and roles
- Bellatore Financial, Inc.ShareholderWealth manager · The Woodlands, TX · $639M in regulatory assets
AtlasMembers
Walter’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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Colleagues named on the same filings
- Larry A. HarveyCEO, Chairman of the Board, Chief Compliance Officer, Bellatore Financial, Inc.
- Charles E. DeasesBoard Member, Bellatore Financial, Inc.
- Jonathan J. ScheidShareholder, Bellatore Financial, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Walter’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.