Chad Bell is a registered investment advisor at Morgan Stanley, based in Palo Alto, CA, with 23 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
1400 Page Mill Road, Palo Alto, CA, 94304
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chad is involved with the Admin/Finance Committee for Trinity Presbyterian Church, assisting with budgeting and spending. He also works as a bookkeeper and assists with payroll for Santa Cruz Forest School, and as a mystery shopper for Market Force, dedicating minimal time to each.
Employment History
Current Registrations
Morgan Stanley
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Nationwide Investment Services CorporationBroker
Adviser Dealer Services, INC.Broker
Regis Securities CorporationBroker
State Registrations53 states
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