Bell Rock Capital, LLC

Bell Rock Capital, LLC (CRD# 139163) is a financial advisory firm headquartered in Rehoboth Beach, DE. They manage $92,575,915 in 419 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    93
    MILLION
  • Total Number of Accounts
    419
    ACCOUNTS
  • Average Account Value
    $220,945
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DE, FL, MD, NJ, NY, PA

Financial Advisors at Bell Rock Capital, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Sara L. Lawson
CRD#: 3202138
42 E Lancaster Avenue, Paoli, PA 19301
93
Wealthminder
score

Sara Lawson (CRD# 3202138) is an Investment Advisor Representative working at Bell Rock Capital, LLC in Paoli, PA and has over 6 years of experience in the finance industry.

2
Jacqueline Reeves
CRD#: 1946071
Boca Raton, FL
93
Wealthminder
score

Jacqueline Reeves (CRD# 1946071) is an Investment Advisor Representative working at Bell Rock Capital, LLC in Boca Raton, FL and has over 27 years of experience in the finance industry.

3
Marguerite C. Toroian
CRD#: 3051646
19606 Coastal Highway, Suite 101, Rehoboth Beach, DE 19971
93
Wealthminder
score

Marguerite Toroian (CRD# 3051646) is an Investment Advisor Representative working at Bell Rock Capital, LLC in Rehoboth Beach, DE and has over 15 years of experience in the finance industry.

4
Andres F. Bonell
CRD#: 6145544
110 East Atlantic Avenue, Suite 430, Delray Beach, FL 33444
89
Wealthminder
score

Andres Bonell (CRD# 6145544) is an Investment Advisor Representative working at Bell Rock Capital, LLC in Delray Beach, FL and has over 3 years of experience in the finance industry.

5
Gabriella Dimaria
CRD#: 6042896
19606 Coastal Highway, Suite 101, Rehoboth Beach, DE 19971
89
Wealthminder
score

Gabriella Dimaria (CRD# 6042896) is an Investment Advisor Representative working at Bell Rock Capital, LLC in Rehoboth Beach, DE and has over 3 years of experience in the finance industry.

6
Galina F. Kuznetsova
CRD#: 6407213
Cypress, CA
87
Wealthminder
score

Galina Kuznetsova (CRD# 6407213) is an Investment Advisor Representative working at Bell Rock Capital, LLC in Cypress, CA and has 1 year of experience in the finance industry.

7
Janet K. Redman
CRD#: 5518096
19606 Coastal Highway, Suite 101, Rehoboth Beach, DE 19971
83
Wealthminder
score

Janet Redman (CRD# 5518096) is an Investment Advisor Representative working at Bell Rock Capital, LLC in Rehoboth Beach, DE and has over 8 years of experience in the finance industry.

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