MB
MB

Marlena Bell

10 Years of Experience
Yakima, WA
Broker

Marlena Bell is a registered investment advisor at Morgan Stanley, based in Yakima, WA, with 10 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
Loading...

Location

3909 Castlevale Rdoad, Suite 100, Yakima, WA, 98902

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Marlena is involved in estate administration as an executor/co-executor since February 2030, dedicating minimal time to this activity.

Employment History
Current Registrations
Morgan Stanley
August 2018 - Present · 8 yrs 1 mo
Morgan StanleyBroker
August 2018 - Present · 8 yrs 1 mo
Previous Registrations
RBC Capital Markets, LLC
October 2015 - August 2018 · 2 yrs 10 mos
RBC Capital Markets, LLCBroker
August 2015 - August 2018 · 3 yrs
State Registrations13 states
AZCACOGAHIIDMNNCNMNVORVAWA
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.
Marlena Bell - Financial Advisor | TrueAdvisor