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Blue Bell Private Wealth Management, LLC CRD 134184
$1.12B regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Blue Bell Executive Campus 470 Norristown Road, Suite 305, Blue Bell, PA 19422-2322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-12 |
| TX | RA | APPROVED_RES | 2016-11-01 |
| PA | RA | APPROVED | 2005-04-18 |
Branch Locations
Blue Bell Executive Campus 470 Norristown Road, Suite 305, Blue Bell, PA 19422 • United States
Naples, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blue Bell Private Wealth Management, Llc | Blue Bell | PA | 04/2005 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1982-11-16 |
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