Unclaimed Profile

Marguerite Cassandra Toroian

BELL ROCK CAPITAL, LLC·REHOBOTH BEACH, Delaware

Series 7, Series 24, Series 63, Series 6523 years registeredBELL ROCK CAPITAL, LLC

35568 AIRPORT ROAD, REHOBOTH BEACH, DE 19971CRD# 3051646Firm CRD# 139163

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Marguerite Cassandra Toroian · REHOBOTH BEACH, DE

Registration

CRD #3051646 · BELL ROCK CAPITAL, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BELL ROCK CAPITAL, LLC

BELL ROCK CAPITAL, LLC

Jan 2006 – Aug 2023

REHOBOTH BEACH, DE

CBT INVESTMENT MANAGEMENT, LLC

Aug 2005 – Feb 2006

PHILADELPHIA, PA

CBT INVESTMENT MANAGEMENT, INC.

Oct 2002 – Dec 2005

PHILADELPHIA, PA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 18, 2002

Years registered · 23

Disclosure History

2023Regulatory·Final

2022Civil·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BELL ROCK CAPITAL, LLC

CRD 139163 · SEC 801-65934

AUM

$193M

Regulatory assets under management

Employees

714 client accounts

Services offered by BELL ROCK CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BELL ROCK CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Marguerite Cassandra Toroian offer?

Marguerite Cassandra Toroian specializes in Financial Planning, Investment Management, Wealth Management.

What are Marguerite Cassandra Toroian's credentials?

Marguerite Cassandra Toroian is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Marguerite Cassandra Toroian located?

Marguerite Cassandra Toroian is based in REHOBOTH BEACH, Delaware, last registered with BELL ROCK CAPITAL, LLC.

How does Marguerite Cassandra Toroian charge for services?

Marguerite Cassandra Toroian's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BELL ROCK CAPITAL, LLC?

BELL ROCK CAPITAL, LLC has approximately 6 employees and manages $193M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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