DID ANDREW ROLAND BELLAMAH CAUSE YOU INVESTMENT LOSSES?
Who is Andrew Bellamah of Capitol Securities Management, Inc.?
Andrew Bellamah (CRD #2171352) has over 30 years of experience in the securities industry, currently employed with BNB Wealth Management, LLC, as an investment manager since November 16, 2012, and Capitol Securities Management, Inc., as a registered broker since December 13, 2011. He has held prior roles at Intercoastal Capital Markets, Inc. (1991–2012) and Capitol Securities Management, Inc. He also manages various real estate and investment-related ventures. He has passed two principal/supervisory exams, three general industry/product exams, and two multi-state securities law exams. He holds active registrations with one self-regulatory organization and licenses in 26 U.S. states and territories.
Investment Losses? Let’s talk.or, give us a ring at (800) 732-2889.
Andrew Bellamah Customer Complaints and Reviews
1 customer dispute is disclosed.
Customer Dispute September 1, 2023
- Employing Firms: BNB Wealth Management, LLC, and Capitol Securities Management, Inc.
- Complaint: The client alleges misleading information From 2011 to 2022, regarding the oversight of a Donor Advised Fund and failure to follow client directives during market volatility, resulting in losses.
- Product Type: Mutual Fund
- Alleged Damages: $120,000
- Status: Pending with FINRA under Docket #23-02180.
Allegations Against Andrew Bellamah
- Customer Allegations: The sole pending case alleges Mr. Bellamah mismanaged a Donor Advised Fund between 2011 and 2022, failing to heed client directives and mitigate risks during volatile market conditions. These actions allegedly caused a $120,000 loss.
- Regulatory Process: The dispute is under FINRA arbitration, suggesting formal proceedings are underway to assess the validity of the client’s claims. Arbitration outcomes could range from dismissal to settlement or adjudication.