Randy Pattison has been Member & Chief Compliance Officer of Belleair Wealth Management since April 2012, is a control person of the firm and directly owns under 5% of it. Randy Pattison holds a Bachelor of Science in Management and Marketing from Indiana University and a Master of Theology from Trinity College and Seminary.
Belleair Wealth Management, LLC is a Belleair Bluffs, FL firm with $111M under management, 150 clients and 5 advisers across 2 offices, as of its March 2026 filing.
Randy Pattison is Managing Director & Wealth Advisor of Belleair Wealth Management, LLC, based in Belleair Bluffs, Florida. He has been the managing director of the firm since acquiring it in 2012.
Randy Pattison’s longest registration is the current one, 14 years at Belleair Wealth Management since 2012. Before joining Belleair Wealth Management in 2012, Randy Pattison was registered through Transamerica Financial Advisors, Inc. and Wells Fargo Advisors, LLC.
- – present · 14 yearsBelleair Bluffs, FL · Adviser representative · Firm CRD 131666
- Transamerica Financial Advisors, Inc.– · 2 yearsBelleair Bluffs, FL · Adviser representative · Firm CRD 16164
- Wells Fargo Advisors, LLC– · 1 yearIndianapolis, IN · Adviser representative · Firm CRD 19616
Professional designations
Listed by Belleair Wealth Management
- Certified Trust and Fiduciary Advisor (CTFA®)
Investment adviser representative registrations
Randy Pattison is registered as an investment adviser representative in 3 states. The first approvals date from April 2012; the most recent is Hawaii, in October 2024.
- FloridaSince 16 April 2012
- HawaiiSince 15 October 2024
- South CarolinaSince 16 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 20 March 2008 |
| Series 7 | General Securities Representative Examination | 7 March 2008 |
| Series 65 | Uniform Investment Adviser Law Examination | 23 November 1994 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Randy Alan Pattison
- CRD
- 2569261
- Firm
- Belleair Wealth Management · CRD 131666
- Role
- Member & Chief Compliance Officer
- Office
- 2811 WEST BAY DRIVE, Belleair Bluffs, FL 33770
- Registration
- Investment adviser registration
- In the industry since
- August 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- belleairwealthmanagement.com
Where does Randy Pattison work?
Randy Pattison has been Member & Chief Compliance Officer of Belleair Wealth Management, LLC since April 2012, and is a control person of the firm.
Is Randy Pattison a financial advisor?
Yes. Randy Pattison has a current investment-adviser registration in Florida, Hawaii and South Carolina, through Belleair Wealth Management since April 2012.
How many years of experience does Randy Pattison have?
Randy Pattison has 17 years in the financial industry, since August 2009, across 3 adviser firms.
What exams has Randy Pattison passed?
Randy Pattison has passed 3 licensing exams: the Series 65, Series 7 and Series 66. The earliest, the Series 65, was passed in November 1994.
Where did Randy Pattison work before Belleair Wealth Management?
Before Belleair Wealth Management, Randy Pattison was registered through Wells Fargo Advisors, LLC, March 2008 to June 2009.
Where is Randy Pattison based?
Randy Pattison’s registered office is in Belleair Bluffs, FL.
Is Randy Pattison registered with FINRA?
No. Randy Pattison has no current broker registration.
How can I verify Randy Pattison’s record?
Search CRD 2569261 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Randy Pattison’s full registration record.