John R. Tregenza

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CRD#: 3277032

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John R Tregenza JR was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 2000. John had worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

March 25, 2010 - May 25, 2018

BELL INVESTMENT ADVISORS INC

RIA

CRD#: 108383

OAKLAND, CA

Past

March 8, 2002 - May 16, 2006

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

ST. CLOUD, MN

Past

May 9, 2001 - September 25, 2001

FIRST REPUBLIC SECURITIES COMPANY, LLC

CRD#: 105108

SAN FRANCISCO, CA

Past

April 18, 2000 - April 30, 2001

FORESIDE FUNDS DISTRIBUTORS LLC

CRD#: 31334

PORTLAND, ME

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BELL INVESTMENT ADVISORS INC

CRD#: 108383 / SEC#: 801-56417

RIA

Registered Investment Advisory firm - (4/12/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/24/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/25/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/17/2000

General Securities Representative Examination

Current Firm

BELL INVESTMENT ADVISORS INC

CRD#: 108383 / SEC#: 801-56417

RIA

Registered Investment Advisory firm - (4/12/1999 Approved)

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Contact information

Main Address

2 Theatre Square Suite 315, Orinda, CA 94563

Mailing Address

Phone number

(510) 433-1066

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BELL INVESTMENT ADVISORS FORM ADV PART 2A - JUNE 2025 (6/24/2025)

Regulatory assets under management

Total Number of Accounts	1,157
AUM (Assets Under Management)	$ 686,430,353

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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John R. Tregenza

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

BELL INVESTMENT ADVISORS INC

CETERA INVESTMENT SERVICES LLC

FIRST REPUBLIC SECURITIES COMPANY, LLC

FORESIDE FUNDS DISTRIBUTORS LLC

Primary Firm SEC Registration

BELL INVESTMENT ADVISORS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/24/2010

Series 63

Date: 1/25/2000

Series 7

Date: 4/17/2000

Current Firm

BELL INVESTMENT ADVISORS INC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BELL INVESTMENT ADVISORS INC

TRUST BUT VERIFY

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