Principal, Chief Investment Officer · Roble, Belko and Company, Inc.
William T. Belko
CRD 1567501 · Named on Form ADV at one SEC-registered adviser
At a glance
Roble, Belko and Company, Inc., an SEC-registered wealth manager based in Sewickley, PA with $1.6 billion in regulatory assets, lists William T. Belko on its Form ADV as Principal, Chief Investment Officer, a control person.
Firms and roles
- Roble, Belko and Company, Inc.Principal, Chief Investment OfficerWealth manager · Sewickley, PA · $1.6B in regulatory assets
AtlasMembers
William’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Roger W. RoblePresident, Roble, Belko and Company, Inc.
- Colleen E. DoughtyChief Compliance Officer, Roble, Belko and Company, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.