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Lewis Morton Bell

BELL ASSET MANAGEMENT USA INC·NEW YORK, New York
Unclaimed Profile
11 BROADWAY SUITE 950, NEW YORK, NY 10004CRD# 4373336Firm CRD# 108666
01

About

Lewis Morton Bell is a registered financial advisor based in NEW YORK, New York, affiliated with BELL ASSET MANAGEMENT USA INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Fee-Only Advisory
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
BELL ASSET MANAGEMENT USA INC
BELL ASSET MANAGEMENT USA INC
AUM
$422M
Regulatory assets under management
Employees
0
Total firm employees
View all advisors at BELL ASSET MANAGEMENT USA INC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4373336
Firm CRD# 108666
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lewis Morton Bell offer?
Lewis Morton Bell specializes in Retirement Planning, Fee-Only Advisory. Contact their office in NEW YORK, New York for a consultation.
What are Lewis Morton Bell's credentials?
Lewis Morton Bell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lewis Morton Bell located?
Lewis Morton Bell is based in NEW YORK, New York, working with BELL ASSET MANAGEMENT USA INC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Lewis Morton Bell charge for services?
Lewis Morton Bell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BELL ASSET MANAGEMENT USA INC?
BELL ASSET MANAGEMENT USA INC is a registered investment adviser with the SEC, managing $422M in regulatory assets under management. See their Form ADV for full details.
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Other Advisors at BELL ASSET MANAGEMENT USA INC

Eleanor Lansing Thomas
NEW YORK, NY
Donna Kathleen Gilding
NEW YORK, NY
Estate Of Colin Morton Bell
NEW YORK, NY
Gary Douglas Stranger
NEW YORK, NY
Nicholas James Fels
NEW YORK, NY
Andrew George Bell
NEW YORK, NY

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