Walter Bell

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2022-01-13
NY	RA	APPROVED	2021-11-08

Branch Locations

New York, NY • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Morgan Stanley Smith Barney	New York	NY	07/1997	08/2019
J.P. Morgan Securities Llc	New York	NY	02/2012	03/2019
Morgan Stanley Smith Barney Llc	New York	NY	08/2019	10/2021
Unemployed	New York	NY	04/2019	07/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	10/2021	Present

07/1997 → 08/2019

Morgan Stanley Smith Barney

New York, NY
02/2012 → 03/2019

J.P. Morgan Securities Llc

New York, NY
08/2019 → 10/2021

Morgan Stanley Smith Barney Llc

New York, NY
04/2019 → 07/2019

Unemployed

New York, NY
10/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-10-05

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