Stephen Bell, financial advisor Stamford CT

Stephen Bell

CRD Number: 17512
Current Firm: New Edge Wealth

Stephen Bell (CRD# 17512) is an Investment Advisor Representative working at New Edge Wealth in Stamford, CT and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Newedge Securities Pittsburgh, CT Apr 2022 - Current 1
Newedge Wealth Stamford, CT Apr 2022 - Current 1
Ubs Financial Services Inc. New York, NY Sep 2013 - Apr 2022 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1983
S65 NASAA Investment Advisors Law Examination Apr 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Stephen A. Bell
Phone Number: 2034242262
Registered State(s):
  • CT
  • FL
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    8,610
    MILLIONS
  • Total Number of Accounts
    9,457
    ACCOUNTS
  • Average Account Value
    $910,480
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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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