Dean
Somes
Three Bell Capital LLC
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About this Advisor
Dean Somes is a financial advisor based in Los Altos, California with a total of 2 years of industry experience. Somes is an employee of Three Bell Capital LLC. Their career trajectory has included roles at Cross Capital Inc, Three Bell Capital LLC, Three Bell Capital and Bank Of New York Mellon. Somes has a Series 65 license, certifying them as an investment advisor representative, and can advise clients in Texas. Three Bell Capital LLC is an advisory business that has its headquarters in Los Altos, CA. It has $3 billion in assets among its 511 customer accounts, placing it among the largest firms in the country by assets under management. Of its 511 customer accounts, 59% are held by high-net-worth clients who have at least $1 million in investable assets. Three Bell Capital LLC has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management largely are based on which service is provided. Fees billed by Three Bell Capital LLC likely consist of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Three Bell Capital LLC Brokerage Details
$2,700,919,456
19
511
$5,285,557
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Dean Somes Work History
Dean has been registered as a financial advisor for 2 years.*
Three Bell Capital LLC
Three Bell Capital
Bank Of New York Mellon
Cross Capital Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dean Somes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Three Bell Capital LLC
Los Altos, CA
Los Altos, CA
Los Altos, CA
Los Altos, CA
Los Altos, CA
Los Altos, CA
Los Altos, CA
Los Altos, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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