user avatar

Andrew Bellamah

Advisor at BNB Wealth Management, LLC

Updated today

Location

Silver Spring, MD 20910

Credentials

Series 63, Series 65

Industry experience

34 years

About

Andrew Bellamah is a financial advisor with BNB Wealth Management, LLC in Silver Spring, MD, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has extensive involvement in managing and leasing commercial and industrial properties through multiple entities, including roles as owner and manager of several real estate ventures. BNB Wealth Management provides investment advisory and financial planning services to individuals, trusts, small businesses, and retirement plan sponsors. The firm constructs diversified portfolios, develops individualized investment policies, and offers a wrap-fee program combining advisory, execution, and custody services.

Client services

Based on BNB Wealth Management, LLC

Financial planning Portfolio management Pension consulting

Expertise

Based on BNB Wealth Management, LLC

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Retirement income strategy Long-term care insurance

Occupation focus

Based on BNB Wealth Management, LLC

Founder/Business Owner Retired

Fee options

Fixed

Fixed fee financial planning engagements; amount depends on scope and expertise.

Percentage

Up to 1.75% per annum maximum, negotiable and tiered based on client agreement

Commissions

IARs may receive commissions in their separate capacity as registered representatives of the broker-dealer Capitol Securities Management, Inc. for securities and insurance products sales.

Project-based

Financial planning and consulting hourly fees generally range from $150 to $500 per hour.

Other

Fee-only: Investment advisory fees calculated as a percentage of assets under management, payable quarterly in arrears; Financial planning fees charged on fixed fee basis or hourly ($150 - $500/hour); Consulting fees charged hourly ($150 - $500/hour); Portfolio Analysis and Review fee between 0.00% - 0.75% one-time charge.

Location

8730 Georgia Avenue, Suite 500

Silver Spring, MD 20910

Most active in

Florida · Maryland · Texas

Work history

Bolton Industrial LLC

2024 - Present (2 years)

Denton Commercial LLC

2023 - Present (3 years)

4260 James LLC

2023 - Present (3 years)

7500 Nutwood LLC

2022 - Present (4 years)

2500 NW 6th LLC

2022 - Present (4 years)

1323 20th Ave. LLC

2021 - Present (5 years)

932 NE 24th LLC

2020 - Present (6 years)

2621NE 9th LLC

2020 - Present (6 years)

Residential Realty LLC

2019 - 2021 (2 years)

6012 28th Street E. LLC

2018 - 2023 (5 years)

Port Plaza Management, LLC

2017 - Present (9 years)

Capitol Securities Management Inc.

2016 - 2022 (6 years)

4557 Northgate, LLC

2016 - Present (10 years)

1800 Northgate, LLC

2016 - Present (10 years)

River North Management

2015 - Present (11 years)

Palm River Partners LLC

2015 - Present (11 years)

Capitol Securities Management

2011 - Present (15 years)

Property Plus Management, Inc.

2000 - Present (26 years)

BNB Wealth Management, LLC

1997 - Present (29 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Alexander L

CFA®, Series 63

Bethesda, MD

Noordzee Capital LLC

Alexander Levy is a CFA® charterholder and financial advisor at Noordzee Capital LLC with one year of industry experience. He manages operations and content for Jetway Intel LLC, a news media and market intelligence firm focused on the airline and aerospace industries, and leads Noordzee Consulting LLC, providing research and consulting services. Noordzee Capital serves institutional clients, employer retirement plans, family offices, and high-net-worth individuals, including a significant non-U.S. client base. The firm offers portfolio management, financial planning, retirement plan consulting, and advisory services using fundamental analysis supported by economic and technical tools.

Wealth management Active portfolio management Business sale tax planning Founder/Business Owner Executive
user avatar

Christopher R

CFP®, Series 63

Chevy Chase, MD

Green View Advisors LLC

Christopher Rhim is a CFP® with 25 years of experience in the financial services industry. He is the principal of Green View Advisors LLC, where he has worked since 2008. The firm provides discretionary asset management, ongoing financial planning, and specialized divorce financial analysis for individual and trust clients. Green View Advisors manages approximately $25.2 million for a small roster of clients, using active management across multiple asset classes tailored through model portfolios and client risk assessments. The firm offers a formal divorce financial analysis service and focuses on individualized client service through a deliberately small client base.

Divorce financial planning College savings (529s, UTMA, etc.)
user avatar

Monte H

Series 65

Washington, DC

Rockbound Capital LLC

Monte Hoover is the sole advisor at Rockbound Capital LLC in Washington, DC. He holds a Series 65 credential and has been with the firm since 2025. Hoover is a self-directed PhD student and research assistant at the University of Maryland, focusing on generative AI safety and efficiency. Prior to his advisory role, he worked at Microsoft and has experience in technology and research. Rockbound Capital provides discretionary portfolio management services to individuals and high net worth clients, utilizing model portfolios based on asset allocation and Modern Portfolio Theory. The firm emphasizes the use of a single qualified custodian and operates with distinctive practices, including limited custody and no participation in wrap fee programs.

Wealth management Passive / index investing Real estate investing
user avatar

Kathleen M

CFP®, Series 65

Laurel, MD

McQuade, Kathleen Mary

Kathleen McQuade is a Certified Financial Planner® with three years of industry experience, operating as the sole advisor at her independent firm in Laurel, MD. She has been managing her practice since 2010 and holds a Series 65 license. Her firm provides fee-only financial planning and consulting services to individual clients, focusing on investment, retirement, insurance, education, and estate planning. The practice employs a long-term, buy-and-hold investment approach, primarily recommending no-load, low-cost, tax-efficient mutual funds with asset allocation as the key factor in portfolio returns.

General retirement planning
user avatar

David H

CFA®, Series 65

Annandale, VA

Bishopsgate Investment Company

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing
user avatar

David H

CFP®, Series 63

Fairfax, VA

David N. Hainsworth, C.P.A., P.C.

David Hainsworth is the sole advisor at David N. Hainsworth, C.P.A., P.C. in Fairfax, VA, with 9 years of industry experience and credentials including CFP® and Series 63. He has been operating his firm since 1989, which functions as both a CPA practice and an independent advisory firm. The firm provides portfolio management and financial planning services to individuals, corporations, and pension or profit-sharing plans, employing modern portfolio theory and a long-term trading approach. It combines CPA services with investment advice and works with third-party managers while offering non-discretionary advice and documented investment policies.

Wealth management General retirement planning College savings (529s, UTMA, etc.)
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")