Andrew Mark/Nicholas Bellak

Current Employers

Employment History

• 12/2008 → 06/2023
  Stakeholders Capital, Inc.
  Amherst, MA
• 03/2023 → Present
  Perigon Wealth Management, Llc D/B/A Stakeholders Capital
  Amherst, MA

Previous Registrations

• 2009-04-17 → 2023-06-30
  Stakeholders Capital
  Amherst, MA
• 2007-10-08 → 2008-03-31
  Team Wealth Planning And Management, Inc.
  Amherst, MA
  Chapel Hill, NC

Other Businesses

[1] Stakeholders Capital, Not investment-related, 321 Main Street, Amherst, MA, 01002, d/b/a for advisory business with Perigon Wealth Management, LLC. [2] Elateq, LLC, Not Investment-related, Amherst, MA, Corporation, Advisory Board Member and Investor, Start Date: 01/2018. 1 hour/month, not during securities trading hours, provides guidance, and is a shareholder. [3] First Congregational Church UCC Amherst, Not investment-related, Amherst, MA, Investment Committee Member, Start Date: 01/2015, Approximately 1 hour/month, not during securities trading hours; Help oversee the management of the church endowment on a pro-bono basis [4] Pioneer Valley Estate Planning Council, Inc., Not Investment-related, Hadley, MA, Charitable organization, Board Member, Start Date: 01/2018, Approximately 4 hours/month, not during securities trading hours; Vice President and Co-Chair of the marketing and membership committees. [5] Common Good, LLC (formerly rCredits), Not investment-related, Ashfield, MA, Charitable Organization, Investment Committee Member, Start Date: 01/2017, 1 hour/month, not during securities trading hours, Help oversee the management of the organization's endowment on a volunteer basis. [6] CSR Hub, Not investment-related, New York, NY, Corporation, Passive Investor, Start 06/2012, 0 hours. [7] Backstage Capital, Not investment-related, Los Angeles, CA, Partnership, Passive Investor, Start 01/2022, 0 hours. [8] CoPeace, Not investment-related, Highlands Ranch, CO, Partnership, Passive Investor, Start 05/2022, 0 hours. [9] NSSC Holdings LLC dba Small Change, Not investment-related, Pittsburgh, PA, Partnership, Passive Investor, Start 11/2022, 0 hours. [10] New Majority Capital, Not investment-related, Providence, RI, Partnership, Passive Investor, Start 10/2022, 0 hours. [11] Junto Creations, Not investment-related, Leander, TX, Corporation, Passive Investor, Start 06/2021, 0 hours. [12] Community Ventures dba Force For Good Fund, Not investment-related, San Francisco, CA, Charitable Organization, Passive Investor, Start 11/2016, 0 hours. [13] Iroquois Valley Farms REIT, Not investment-related, Wilmette, IL, Corporation, Passive Investor, Start 07/2016, 0 hours. [14] B Corp Consumer Circle LP, Not investment-related, San Francisco, CA, Partnership, Passive Investor, Start 11/2014, 0 hours. [15] Snocap US LP, Not investment-related, Seattle, WA, Partnership, Passive Investor, Start 02/2023, 0 hours. [16] World Tree USA, LLC, Not investment-related, Segundo, CA, Partnership, Passive Investor, Start 04/2021, 0 hours. [17] Terracycle, Not investment-related, Trenton, NJ, Corporation, Passive Investor, Start 10/2018, 0 hours. [18] Backstage Capital Flex Fund 2, Not investment-related, Los Angeles, CA, Partnership, Passive Investor, Start 05/2022, 0 hours. [19] Artisan Beverage Cooperative, Inc., Not investment-related, Greenfield, MA, Corporation, Passive Investor, Start 09/2015, 0 hours. [20] Cooperative Regions of Producer Pools - CROPP dba Organic Valley, Not investment-related, LaFarge, WI, Corporation, Passive Investor, Start 10/2005, 0 hours. [21] 24 Carrots, LLC dba Brooklyn Grange, Not investment-related, Brooklyn, NY, Corporation, Passive Investor, Start 08/2016, 0 hours. [22] Expert DOJO, Not investment-related, Santa Monica, CA, Corporation, Passive Investor, Start 10/2021, 0 hours. [23] Hunter College High School Alumni Association, Not investment-related, New York, NY, Educational organization, Board Member, Start 06/2023, 1 hour/month, not during securities trading hours, member of the finance and investment committee. [24] AWH Holdings I, LP, Not investment-related, Coronado, CA, Partnership, Passive Investor, Start 06/2023, 0 hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-10-04

Other Names

• Andrew Nicholas Bellak
• Andrew Mark Bellak