Dana Bell, financial advisor Victor NY

Dana Bell

CRD Number: 5261380
Current Firm: Bell Rock Asset Management LLC

Dana Bell (CRD# 5261380) is an Investment Advisor Representative working at Bell Rock Asset Management LLC in Victor, NY and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Bellrock Asset Management LLC Victor, NY Aug 2011 - Current 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2010
Contact Info for Dana P. Bell
Phone Number: 585-230-1000
Registered State(s):
  • NY
Current Firm Details
Bell Rock Asset Management LLC
Firm's CRD Number: 158238
By the Numbers
  • Total Assets Under Management
    17
    MILLIONS
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $186,354
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NY

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