Stephen Belsanti

Current Employers

Employment History

• 07/2016 → 07/2018
  Unemployed
  Stow, MA
• 07/2018 → 01/2023
  First Allied Securities, Inc.
  San Diego, CA
• 07/2018 → 11/2020
  First Allied Advisory Services, Inc
  San Diego, CA
• 11/2020 → 01/2023
  First Allied Advisory Services
  Schaumburg, IL
• 01/2023 → Present
  Sherr Financial Associates
  Danvers, MA
• 01/2023 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2020-10-06 → 2021-11-29
  Cetera Investment Advisers Llc
  Wilbraham, MA
• 2018-07-17 → 2020-11-12
  First Allied Advisory Services, Inc.
  Wilbraham, MA
• 2015-01-02 → 2016-07-15
  Msi Financial Services, Inc.
  Haverhill, MA
  Lowell, MA
• 2013-07-24 → 2016-07-13
  Mariner
  Overland Park,, KS
• 2013-03-11 → 2015-01-02
  New England Securities
  Boston, MA
  Lowell, MA
  Tewksbury, MA
  Haverhill, MA

Other Businesses

1. Co-owner, Trident Benefit Solutions, LLC, DBA SFA Benefits; a private entity involved in employee group benefits consulting as of 05/02/2023; Approximately 15% time spent during securities trading hours per month; Conducted at branch; Investment related. 2. Consulting, Cleary Insurance; as of 09/01/2022; 50% of time spent during business hours; Conducted at branch; Not investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-03-05
• S63 Uniform Securities Agent State Law Examination
  2000-03-02

Other Names

• Stephen Peter Belsanti