Bellmark Partners, LLC

Broker-DealerFINRA MemberEst. 2011
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
155357
Registered since
May 6, 2011

Firm profile

FINTRX

Overview

Bellmark Partners, LLC is organized as a limited liability company and has been SEC-registered since 2011. The firm is listed as individually owned and is categorized in the dataset as an investment bank rather than a traditional registered investment adviser or capital allocator. Available records indicate Bellmark Partners does not act as a capital allocator and is not identified as an active ESG investor. It is also not flagged as a multi-state adviser, pension consultant, related adviser, or a newly formed adviser. The dataset contains no further detail on the firm's advisory services, fee schedules, client segments, or specific business activities.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Donna Conry

    Donna Conry

    Chief Financial OfficerCRD 5768367

Contacts

3 of 13
  • Jason Anderson

    Jason Anderson

    DirectorCRD 5107797

  • Michael Kent

    Michael Kent

    Managing DirectorCRD 4679719

  • John Vollmer

    John Vollmer

    AssociateCRD 8104523

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
75 Central St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth