Steven Bell
Steven Bell is a CFP-designated registered investment advisor at A.G.P / Alliance Global Partners, based in Boca Raton, FL, with 20 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,959 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
A.G.P. charges a percentage of your portfolio each year, up to 3%. The exact fee is negotiable and will be outlined in your investment management agreement. Fees are payable quarterly in advance. A.G.P. may group related accounts to calculate your fee. A.G.P. also offers a wrap account with fees up to 2% annually, which includes advisory, brokerage, and custodial services.
Location
Fountain Square, 2700 N. Military Trail, Suite 230, Boca Raton, FL, 33431
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2022Employment History
Current Registrations
A.G.P / Alliance Global Partners
A.G.P. / Alliance Global PartnersBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Stoever Glass Wealth Management, INC.
Stoever, Glass & Company INC.Broker
National Asset Management, INC.
National Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Herbert J. Sims & CO. INC.Broker
Jvb Financial Group, LLCBroker
Citigroup Global Markets INC.Broker
State Registrations17 states
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.