EB
EB

Edward Bell

33 Years of Experience
Mount Laurel, NJ
Broker

Edward Bell is a registered investment advisor at Morgan Stanley, based in Mount Laurel, NJ, with 33 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

330 Fellowship Road, Mount Laurel, NJ, 08054

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Edward is an administrator for an estate since 2019. This investment-related activity requires minimal time.

Employment History
Current Registrations
Morgan StanleyBroker
September 2016 - Present · 9 yrs 8 mos
Morgan Stanley
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2007 - September 2016 · 9 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2007 - September 2016 · 9 yrs 4 mos
Citigroup Global Markets INC.
May 2002 - May 2007 · 5 yrs
Citigroup Global Markets INC.Broker
July 1993 - May 2007 · 13 yrs 10 mos
Lehman Brothers INC.Broker
July 1992 - July 1993 · 1 yr
State Registrations20 states
CACOCTDCDEFLGAMAMDMINCNJNYOHPASCTXVAWAWV
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.