Broker Check


This web site is for general informational purposes only and not specific advice for any one individual or situation. Different investments and/or investment strategies involve varying degrees of risk, and there can be no assurance that any specific investment or investment strategy, including the suggestions in this site, will be either suitable or profitable for an individual. Our firm and/or individuals within the firm may have an ownership in one or more of the investments discussed.

Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers, believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Future results may differ from past performance. Neither we, nor our information providers, shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness of, or for any delay or interruption in the transmission thereof to the user. There are no warranties, expressed or implied, as to the accuracy, completeness, or results obtained from any information posted on this or any ‘Linked’ web site.

Belmont Financial  is registered with the US Securities and Exchange Commission (SEC) and we have filed an "ADV" disclosure document with the SEC. Prior to entering into an agreement to provide investment management or financial advice to a prospective client, the SEC requires that we provide the prospective client with a copy of our ADV. Information contained on this site is NOT meant to be a substitute for our ADV form. Advice from Belmont Financial can only be rendered after all of the following conditions are met:

    1. Delivery of our Form ADV (Part II) to the prospective client.
    2. Execution of an Advisory Agreement between the prospective client and Belmont Financial.
    3. Belmont Financial complying with a "notice filing" requirement or being exempt from such "notice filing" requirement in the state or jurisdiction where you are domiciled.


Unless specifically authorized in writing, any and all information contained on this site may not be reproduced, transmitted, displayed, distributed, published or otherwise used.