AdvisorOS Directory
Claim Profile
Unclaimed Profile
EB

Edward Joseph Bell

GRIES FINANCIAL LLC·CLEVELAND, Ohio
Clean recordGRIES FINANCIAL LLC
1801 E NINTH STREET STE 1600, CLEVELAND, OH 44114-3103CRD# 4375773Firm CRD# 110031

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Edward Joseph Bell · CLEVELAND, OH
Registration
CRD #4375773 · GRIES FINANCIAL LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Edward Joseph Bell is a registered financial advisor based in CLEVELAND, Ohio, affiliated with GRIES FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

Speak with Edward

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Edward is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
GRIES FINANCIAL LLC
GRIES FINANCIAL PARTNERS
AUM
$1.3B
Regulatory assets under management
Employees
30
Total firm employees
View all advisors at GRIES FINANCIAL LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: PERSONAL TRUSTEE SERVICES, BILL PAY, AND TAX PREP ASSISTANCE
Regulatory
SEC/IARD CRD# 4375773
Firm CRD# 110031
View on FINRA BrokerCheck →

Looking for a financial advisor in CLEVELAND?

Browse all registered financial advisors in CLEVELAND, Ohio or claim this profile if it's yours.

Browse CLEVELAND AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Edward Joseph Bell offer?
Edward Joseph Bell specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Edward Joseph Bell's credentials?
Edward Joseph Bell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Joseph Bell located?
Edward Joseph Bell is based in CLEVELAND, Ohio, working with GRIES FINANCIAL LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Edward Joseph Bell charge for services?
Edward Joseph Bell's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: personal trustee services, bill pay, and tax prep assistance. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRIES FINANCIAL LLC?
GRIES FINANCIAL LLC has approximately 30 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at GRIES FINANCIAL LLC

Lauren Rich Fine
CLEVELAND, OH
Michael Keith Wager
CLEVELAND, OH
Robert Dauby Gries
CLEVELAND, OH
Sarah Louise Gries
CLEVELAND, OH
Carina Shipotofsky Diamond
CLEVELAND, OH
William George Caster
CLEVELAND, OH

More Advisors in CLEVELAND, Ohio

Abigail Aileen Maroon
GLASFUNDS, LLC·CLEVELAND, OH
Mark Hunter Summers
MAI CAPITAL MANAGEMENT, LLC·CLEVELAND, OH
Holly Marie Cavalier
MAI CAPITAL MANAGEMENT, LLC·CLEVELAND, OH
Jennifer Ann Rasmussen
FAIRWAY SPORTS MANAGEMENT, LLC·CLEVELAND, OH
John Paul Batt
CM WEALTH ADVISORS INC.·CLEVELAND, OH
Julie B Babcock
KEY REAL ESTATE EQUITY CAPITAL, INC·CLEVELAND, OH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (755)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)DAYTON (59)INDEPENDENCE (48)PEPPER PIKE (37)WESTLAKE (37)NEW ALBANY (33)
City Guides
CINCINNATI GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN GuideAKRON Guide
Research
Advisor Fees in OhioNational Fee Analysis
Request removal of this profile