Christopher Bell, financial advisor Boca Raton FL

Christopher Bell

CRD Number: 5422543
Current Firm: Rockefeller Capital Management

Christopher Bell (CRD# 5422543) is an Investment Advisor Representative working at Rockefeller Capital Management in Boca Raton, FL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Rockefeller Capital Management Boca Raton, FL Feb 2024 - Current < 1
Rockefeller Financial LLC Boca Ration, FL Jan 2021 - Current 3
Bank Of America,n.a. Fort Lauderdale, FL Jun 2011 - Jan 2021 9
Merrill Lynch, Pierce, Fenner & Smith Incorporated Coral Springs, FL Jul 2008 - Jan 2021 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2008
S65 NASAA Investment Advisors Law Examination Jun 2008
Contact Info for Christopher M. Bell
Phone Number: 212-549-5100
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    34,708
    MILLIONS
  • Total Number of Accounts
    46,727
    ACCOUNTS
  • Average Account Value
    $742,780
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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