Bell Rock Capital, LLC

Bell Rock Capital, LLC (CRD# 139163) is a financial advisory firm headquartered in Rehoboth Beach, DE. They manage $173,362,284 in 754 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
35568 Airport Road, Rehoboth Beach, DE 19971
https://www.200deep.com
By the Numbers
  • Total Assets Under Management
    173
    MILLION
  • Total Number of Accounts
    754
    ACCOUNTS
  • Average Account Value
    $229,923
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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, MD, NJ, NY, PA, TX

Financial Advisors at Bell Rock Capital, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Andres Bonell, financial advisor Rehoboth Beach DE
Andres F. Bonell
CRD#: 6145544
35568 Airport Road, Rehoboth Beach, DE 19971

Andres Bonell (CRD# 6145544) is an Investment Advisor Representative working at Bell Rock Capital, LLC in Rehoboth Beach, DE and has over 7 years of experience in the finance industry.

2
Galina Kuznetsova, financial advisor Rehoboth Beach DE
Galina F. Kuznetsova
CRD#: 6407213
35568 Airport Road, Rehoboth Beach, DE 19971

Galina Kuznetsova (CRD# 6407213) is an Investment Advisor Representative working at Bell Rock Capital, LLC in Rehoboth Beach, DE and has over 5 years of experience in the finance industry.

3
Sara Lawson, financial advisor Rehoboth Beach DE
Sara L. Lawson
CRD#: 3202138
35568 Airport Road, Rehoboth Beach, DE 19971

Sara Lawson (CRD# 3202138) is an Investment Advisor Representative working at Bell Rock Capital, LLC in Rehoboth Beach, DE and has over 10 years of experience in the finance industry.

4
Jacqueline Reeves, financial advisor Rehoboth Beach DE
Jacqueline Reeves
CRD#: 1946071
35568 Airport Road, Rehoboth Beach, DE 19971

Jacqueline Reeves (CRD# 1946071) is an Investment Advisor Representative working at Bell Rock Capital, LLC in Rehoboth Beach, DE and has over 31 years of experience in the finance industry.

5
Ellen Shea, financial advisor Rehoboth Beach DE
Ellen P. Shea
CRD#: 1325779
35568 Airport Road, Rehoboth Beach, DE 19971

Ellen Shea (CRD# 1325779) is an Investment Advisor Representative working at Bell Rock Capital, LLC in Rehoboth Beach, DE and has over 36 years of experience in the finance industry. Ellen Shea has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Marguerite Toroian, financial advisor Rehoboth Beach DE
Marguerite C. Toroian
CRD#: 3051646
35568 Airport Road, Rehoboth Beach, DE 19971

Marguerite Toroian (CRD# 3051646) is an Investment Advisor Representative working at Bell Rock Capital, LLC in Rehoboth Beach, DE and has over 19 years of experience in the finance industry.

7
Jacquelyn Blue, financial advisor Rehoboth Beach DE
Jacquelyn K. Blue
CRD#: 4625639
35568 Airport Road, Rehoboth Beach, DE 19971

Jacquelyn Blue (CRD# 4625639) is an Investment Advisor Representative working at Bell Rock Capital, LLC in Rehoboth Beach, DE and has over 17 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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