HB
HB
Harvey Bell is a registered investment advisor at Morgan Stanley, based in Short Hills, NJ, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
150 JFK Parkway, 2nd Floor, Short Hills, NJ, 07078
Get directionsHistory
Regulatory History (3)
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Customer Dispute
February 1999Settled
Customer Dispute
November 1991Settled
Customer Dispute
November 1991Settled
Other Business Activities
Harvey is a board member for the Law Fare Project, a charity/private foundation, and the Friars Club, a fraternal organization. He spends minimal time on the Law Fare Project and about 10% of his time on the Friars Club for business development and growth.
Employment History
Current Registrations
Morgan Stanley
June 2015 - Present · 10 yrs 11 mos
Morgan StanleyBroker
June 2015 - Present · 10 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 1986 - June 2015 · 29 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1982 - June 2015 · 32 yrs 10 mos
Evans & CO., INC.Broker
April 1982 - September 1982 · 5 mos
State Registrations38 states
ALARAZCACOCTDCDEFLGAIDILINLAMAMDMEMIMNMONCNENHNJNMNVNYOHPARISCTNTXVAVTWAWIWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.