Randy Alan Pattison
Investment adviser representative at Belleair Wealth Management, LLC
14 yearsExperience
3 statesRegistered in
$111.2MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Belleair Health, LLCMar 2024 to now
- Belleair Wealth Management, LLCJan 2012 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law1994
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 3 states (FL, HI, SC).
Belleair Wealth Management, LLC
$111.2MAssets managed
150Clients
5Advisers
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
- 2569261
- Firm CRD
- 131666