Steven
Bell

A.G.P. / Alliance Global Partners

CRD#5045605
Investment Advisor
in Boca Raton, FL

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About this Advisor

Steven Bell is a certified financial planner operating in Boca Raton, Florida who has 2 years of relevant experience. Bell is an advisor for A.G.P. / Alliance Global Partners. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, Na, National Securities Corp, Stoever Glass & Co, Stoever Glass Wealth Mgmt, Stoever Glass Insurance Agency, Morgan Stanley, Morgan Stanley Private Bank, N.A, A.G.P. / Alliance Global Partners and National Asset Management. Bell maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in Florida. A.G.P. / Alliance Global Partners is an advisory business operating out of Westport, CT. It has offices in 11 locations and a total of 267 financial advisors. It administers $1 billion in total assets between its 5,102 accounts, placing it among the larger firms in the nation by assets under management. The firm serves two charitable organizations. Of its 5,102 accounts, just 5% are associated with high-net-worth clients who have at least $1 million in investable assets. A.G.P. / Alliance Global Partners has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. Fees charged by A.G.P. / Alliance Global Partners typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

Fountain Square 2700 N. Military Trail, Suite 230
Boca Raton, FL 33431

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A.G.P. / Alliance Global Partners Brokerage Details

Total Assets Under Management

$1,247,803,386

FL Average: $5,297,377,271
Total Number of Employees

267

FL Average: 35
Total Number of Accounts

5,102

FL Average: 690
Average Account Size

$244,571

FL Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Steven Bell Work History

Steven has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

A.G.P. / Alliance Global Partners

2019 - 2021 (2 years)

Morgan Stanley

2019 - 2021 (2 years)

Morgan Stanley Private Bank, N.A

2017 - 2019 (2 years)

Stoever Glass & Co

2017 - 2019 (2 years)

Stoever Glass Wealth Mgmt

2017 - 2019 (2 years)

Stoever Glass Insurance Agency

2016 - 2017 (1 year)

National Asset Management

2015 - 2017 (2 years)

National Securities Corp

2009 - 2015 (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2009 - 2015 (6 years)

Bank Of America, Na

*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 Steven Bell 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 A.G.P / Alliance Global Partners

Jonathan Mendiola
Newport Beach, CA
Ronald Holtz
Westport, CT
Samuel Scheller
New York, NY
Kyle Jones
Boca Raton, FL
Moss Plaine
New York, NY
Marti Latour
Boca Raton, FL
Vishal Chotai
Miami, FL
Jean Pier Suarez
Westport, CT

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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