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Home > Financial Services > Stock Brokers > Bel Air Securities Llc.
Bel Air Securities Llc.
Bel Air Securities Llc is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities, responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Bel Air Investment Advisors LLC provides investment management and advisory services to wealthy individuals and families with $10 million or more in investable assets. Formed in 1997, the firm leverages the experience of professionals who have dedicated their careers to advising some of the wealthiest individuals, families, trusts, and foundations in the United States.
Bel Air has built its history and its future by ensuring that their clients benefit from the following such as, Wealth management expertise that reflects over 175 years of combined experience, A reputation for client relationships based on trust, A superior level of personalized service, An investment strategy designed to meet long-term objectives and income needs, Independence and objectivity that yield attractive investment options, Dedication to preserving and building capital over the long term, and A strategic relationship with State Street Global Advisors (SSgA), bringing depth of resources and continuity of stewardship across generations.
The trust implicit in this relationship is the single most important factor influencing our advisory efforts and is the greatest expression of our firm's success. The company’s approach to relationships reflects its core operating principle that client interests come first in everything they do. Their approach to wealth management blends a commitment to personalized service with superior asset management expertise.
Bel Air is dedicated to develop the ongoing client relationships because getting to know the client personally allows them to fully comprehend the client’s unique objectives, help to achieve its goals, and strives to bring superior performance.
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