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Sean B
Series 66
Belleair Bluffs, FL
Belleair Asset Management, LLC
Sean Blanding is a financial advisor at Belleair Asset Management, LLC with one year of industry experience. He holds the Series 66 designation and previously worked at MML Investors Services, LLC and MassMutual Life Insurance Company. Belleair Asset Management provides discretionary and non-discretionary investment management, financial planning, and employee benefit plan services to individuals, qualified retirement plans, trusts, not-for-profit organizations, and small businesses. The firm follows a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory and the Efficient Markets view, implementing diversified portfolios primarily through low-turnover mutual funds and ETFs.
James C
PFS™, Series 63, Series 65
Belleair Bluffs, FL
Belleair Asset Management, LLC
James Clark is a financial advisor with Belleair Asset Management, LLC, holding the PFS™ designation and Series 63 and 65 licenses, and has 38 years of industry experience. He has worked at Belleair Asset Management and affiliated firms since 2005 and also serves as president and owner of Belleair Tax Consultants. Clark is the treasurer of the Rotary Club of Clearwater Charities, a volunteer position he has held since 2019. Belleair Asset Management provides discretionary and non-discretionary investment management, financial planning, and employee benefit plan services for individuals, qualified retirement plans, trusts, nonprofits, and small businesses. The firm employs a long-term, buy-and-hold strategy based on Modern Portfolio Theory and the Efficient Markets approach, using diversified asset-class portfolios primarily through low-turnover mutual funds and ETFs.
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