Claudia Puopolo Bellars
Investment adviser representative at Bellars Harris Wealth Management
18 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$505.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Bellars Harris Wealth Management, LLCJan 2026 to now
- Consolidated Planning CorporationApr 2022 to Jan 2026
- Cpb EnterprisesMay 2020 to Jan 2026
- Raymond James Financial Services, Inc.May 2020 to Jan 2026
- Raymond James Financial Services Advisors, Inc.May 2020 to May 2022
- Bank of America, N.A.Nov 2009 to May 2020
- Merrill Lynch, Pierce, Fenner & Smith Inc.Jun 2008 to May 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 2 states (SC, VA).
Bellars Harris Wealth Management
Legal name: Bellars Harris Wealth Management, LLC
$505.4MAssets managed
299Clients
6Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2210945
- Firm CRD
- 338986