Best Investors Account Sign in

William R Bello

Morgan Stanley

Sea Girt, NJ

CRD 2153657

Claim This Profile
Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-02-20
NJ RA APPROVED 2011-12-08
  • TX RA
    APPROVED_RES
    Since 2020-02-20
  • NJ RA
    APPROVED
    Since 2011-12-08

Branch Locations

2150 Highway 35 Suite 200, Sea Girt, NJ 08750 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Sea Girt NJ 12/2011 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 12/2011 → Present
    Morgan Stanley Smith Barney
    Sea Girt, NJ
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-30
S63 Uniform Securities Agent State Law Examination 1991-09-26
  • S66 Uniform Combined State Law Examination
    2007-01-30
  • S63 Uniform Securities Agent State Law Examination
    1991-09-26
Other Names
  • William Robert Bello

View on SEC IAPD

Nearby Firms

COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
FIREWEED VENTURES MANAGEMENT, LLC

Nearby Investors

MICHAEL FOLAN OBERDORF
JOHN CHRISTOPHER SHIBLES
ROBERT DANIEL MAHER

Nearby Offices

COMMONWEALTH FINANCIAL NETWORK · Sea Girt, NJ
LPL FINANCIAL LLC · SEA GIRT, NJ
FIREWEED VENTURES MANAGEMENT, LLC · SEA GIRT, NJ

More in Sea Girt, NJ

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor