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Marguerite Cassandra Toroian

BELL ROCK CAPITAL, LLC·REHOBOTH BEACH, Delaware
BELL 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
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Marguerite Cassandra Toroian is a registered financial advisor based in REHOBOTH BEACH, Delaware, affiliated with BELL ROCK CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
BELL ROCK CAPITAL, LLC
BELL ROCK CAPITAL, LLC
AUM
$193M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at BELL ROCK CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3051646
Firm CRD# 139163
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marguerite Cassandra Toroian offer?
Marguerite Cassandra Toroian specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in REHOBOTH BEACH, Delaware for a consultation.
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, working with BELL ROCK CAPITAL, LLC. Their office serves clients in the REHOBOTH BEACH metropolitan area and surrounding communities.
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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Other Advisors at BELL ROCK CAPITAL, LLC

Jacqueline Reeves
REHOBOTH BEACH, DE
Andres Felipe Bonell
REHOBOTH BEACH, DE
Jacquelyn Kerry Blue
REHOBOTH BEACH, DE

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Research
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