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Gregory Bell

29 Years of Experience
Lutherville, MD
2 DisclosuresBroker

Gregory Bell is a registered investment advisor at Morgan Stanley, based in Lutherville, MD, with 29 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

2330 West Joppa Road, Suite 255, Lutherville, MD, 21093

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2004
Settled
Customer Dispute
November 2003
Settled
Other Business Activities

Gregory is a board member at Jemicy School since 2022, dedicating minimal time outside business hours. Gregory is also a partner in multiple real estate ventures (Wonderview Court LLC, Trippe Real Estate LLC, and MDK LLC) since 2023, spending minimal time on property management outside business hours.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
October 1996 - June 2009 · 12 yrs 8 mos
Citigroup Global Markets INC.Broker
July 1996 - June 2009 · 12 yrs 11 mos
State Registrations43 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Gregory Bell - Financial Advisor | TrueAdvisor