Thomas Robert Beilstein

Financial advisor at Bill Few Associates, Inc. · Sewickley, PA

Last updated 2026-10-10

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Thomas Robert Beilstein is a financial advisor at Bill Few Associates, Inc. in Sewickley, PA, CRD 2667130. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2014-08-06.

Registration

CRD number
2667130
Registration status
Active
IAPD registration
2014-08-06
Industry Experience
12 years
Work Experience
34 years
States registered
PA

Licenses and exams

  • Series 63
  • Series 65

Work history

  • 1991-12 to Present · Bill Few Associates, Inc. · Pittsburgh, PA
  • 1997-09 to 2021-12 · Bill Few Securities, Inc. · Pittsburgh, PA

Current employment

SEC IAPD record for Thomas Robert Beilstein

Bill Few Associates, Inc.

Regulatory AUM
$2,723,175,464
Registered advisors
28
Offices
2
Clients per advisor
106.1 (Moderate)
Average AUM per client
$916.3K (Low)
High-net-worth client ratio
2.8% (Low)

Bill Few Associates, Inc.: advisors, services and reported ETF investments

About

Thomas Robert Beilstein is a financial advisor at Bill Few Associates, Inc. in Sewickley, PA. Reported securities licenses include Series 63 and Series 65. The latest record indicates 12 years of industry experience and 34 years of reported work history. Reported roles include Bill Few Securities, Inc..

Bill Few Associates, Inc.'s firm-level Form ADV reports 28 advisors across 2 offices; approximately 106.1 clients per advisor, average assets per client of $916,277, and regulatory AUM of $2.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

PortfolioFuture's firm-level 13F analysis covers $147.9M across 66 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Thomas Robert Beilstein personally.

Reported ETF positions

Bill Few Associates reports 66 ETF positions worth $147.9M on Form 13F; the largest are listed.

Largest ETF positions reported by Bill Few Associates
FundReported value
JMTG — JPMorgan Mortgage-Backed Securities ETF$43.4M
VOO — Vanguard S&P 500 ETF$9M
CGDV — Capital Group Dividend Value ETF$7.7M
SPMD — State Street SPDR Portfolio S&P 400 Mid Cap ETF$7.2M
CGGO — Capital Group Global Growth Equity ETF$5.3M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Bill Few Associates, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services

Location

2100 Georgetown Drive, Sewickley, PA 15143

28 advisors at this office.

Bill Few Associates office in Sewickley, PA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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