Douglas Neil Bellfy
Investment Adviser Representative at CGN Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Douglas Neil Bellfy is an investment adviser representative with CGN Advisors, LLC in Windsor, CT, where they have been registered since 2014, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Connecticut, New Hampshire, and Texas.
Registrations & licenses
- Investment adviser:
- Connecticut, New Hampshire, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- CGN Advisors, LLCMar 2014 – no end date reportedWindsor, CT
- Canberra Industries Inc.Jan 2007 – Mar 2017Meriden, CT
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About CGN Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $5,000 (waivable)
- Estimated blended rate
- 0.01
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Personal Financial Planning, Investment Consultation, Retirement Planning and Projections, Tax Planning, Cash Flow Planning, Debt Management, Social Security & Medicare Planning, Long-term Care & Retirement Living Planning, Life Insurance Needs Analysis, Estate Planning, and Ongoing Annual Financial Check-Ins.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 38
- Offices listed on AdvisorFinder:
- 18
- Main office:
- Manhattan, KS
- SEC file number:
- 801-72913
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 2, 2026
View full firm profileOther advisors at CGN Advisors, LLC
Showing 12 of 38 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Douglas Neil Bellfy has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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