Bell Rock Capital, LLC

Bell Rock Capital, LLC (CRD# 139163) is a financial advisory firm headquartered in Rehoboth Beach, DE. They manage $214,172,901 in 745 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    214
    MILLION
  • Total Number of Accounts
    745
    ACCOUNTS
  • Average Account Value
    $287,480
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
  • Pension consulting services
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, LA, MD, NJ, PA, TX

Financial Advisors at Bell Rock Capital, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Andrea J Cho
CRD#: 5085368
801 East Lancaster Ave., Villanova, PA 19085
93
Wealthminder
score

Andrea J Cho (CRD# 5085368) is an Investment Advisor Representative working at Bell Rock Capital, LLC in Villanova, PA and has over 12 years of experience in the finance industry.

2
Sara L. Lawson
CRD#: 3202138
19606 Coastal Highway, Suite 101, Rehoboth Beach, DE 19971
93
Wealthminder
score

Sara Lawson (CRD# 3202138) 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.

3
Jacqueline Reeves
CRD#: 1946071
19606 Coastal Highway, Suite 101, Rehoboth Beach, DE 19971
93
Wealthminder
score

Jacqueline Reeves (CRD# 1946071) is an Investment Advisor Representative working at Bell Rock Capital, LLC in Rehoboth Beach, DE and has over 28 years of experience in the finance industry.

4
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 16 years of experience in the finance industry.

5
Andres F. Bonell
CRD#: 6145544
980 N. Federal Highway, Boca Raton, FL 33432
90
Wealthminder
score

Andres Bonell (CRD# 6145544) is an Investment Advisor Representative working at Bell Rock Capital, LLC in Boca Raton, FL and has over 4 years of experience in the finance industry.

6
Gabriella Dimaria
CRD#: 6042896
19606 Coastal Highway, Suite 101, Rehoboth Beach, DE 19971
90
Wealthminder
score

Gabriella Dimaria (CRD# 6042896) is an Investment Advisor Representative working at Bell Rock Capital, LLC in Rehoboth Beach, DE and has over 4 years of experience in the finance industry.

7
Galina F. Kuznetsova
CRD#: 6407213
One World Trade Center, 8th Floor, Long Beach, CA 90831
89
Wealthminder
score

Galina Kuznetsova (CRD# 6407213) is an Investment Advisor Representative working at Bell Rock Capital, LLC in Long Beach, CA and has over 2 years of experience in the finance industry.

8
William K. Dugdale
CRD#: 4451086
19606 Coastal Highway, Suite 101, Rehoboth Beach, DE 19971
87
Wealthminder
score

William Dugdale (CRD# 4451086) is an Investment Advisor Representative working at Bell Rock Capital, LLC in Rehoboth Beach, DE and has 1 year of experience in the finance industry.

9
Douglas C. McCoy
CRD#: 4450939
Po Box 150, 10 West Rockland Road, Montchanin, DE 19710
87
Wealthminder
score

Douglas McCoy (CRD# 4450939) is an Investment Advisor Representative working at Bell Rock Capital, LLC in Montchanin, DE and has 1 year of experience in the finance industry.

10
Janet K. Redman
CRD#: 5518096
19606 Coastal Highway, Suite 101, Rehoboth Beach, DE 19971
63
Wealthminder
score

Janet Redman (CRD# 5518096) is an Investment Advisor Representative working at Bell Rock Capital, LLC in Rehoboth Beach, DE and has over 9 years of experience in the finance industry.

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