Bell Rock Asset Management LLC

Bell Rock Asset Management LLC (CRD# 158238) is a financial advisory firm headquartered in , . They manage $17,330,916 in 93 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Bell Rock Asset Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Dana Bell, financial advisor Victor NY
Dana P. Bell
CRD#: 5261380
Victor, NY

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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