George R. Bell
STRATEGIC ADVISERS LLC | Financial Consultant
READING, PA
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CRD#: 4321807
Professional summary
George Ralph Bell, CFP®, who also goes by George Ralph Bell III, George Ralph Bell, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Reading, Pennsylvania and FIDELITY BROKERAGE SERVICES LLC located in Exton, Pennsylvania.
George is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. George has worked at 7 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Biography
As a lifelong resident of Berks County, I will partner with you to understand your goals and help build a financial plan that is tailored to meet your specific needs. In my role as a Financial Consultant, forming strong relationships with my clients is of utmost importance to me. We will accomplish this through strong and open communication. I work hard to maintain a deep level of trust.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
George Ralph Bell Iii | George Ralph Bell
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.
OBA-121902|OrgNmn:Ocean Mist Condominium Association|Org Addr:Wildwood C,New Jersey,US|OBA Nature:No business conducted. No sal|Invst Rel:N|Title:Treasurer|Duties:Reconcile quarterly dues|StrtDt:05-26-25|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view George Ralph Bell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Education
Penn State University
Bachelor of Arts (BA) - Business
2016
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 300 Main Street, Exton, PA 19341RIA
CRD#: 104555
READING, PA
Current
August 6, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 300 Main Street, Exton, PA 19341BD
CRD#: 7784
Exton, PA
Past
August 20, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
KING OF PRUSSIA, PA
Past
June 2, 2016 - July 25, 2019
VANGUARD ADVISERS, INC.
RIA
CRD#: 106715
MALVERN, PA
Past
June 19, 2002 - July 25, 2019
VANGUARD MARKETING CORPORATION
BD
CRD#: 7452
MALVERN, PA
Past
November 29, 2001 - June 20, 2002
USALLIANZ SECURITIES, INC.
BD
CRD#: 40875
MINNEAPOLIS, MN
Past
January 10, 2001 - November 29, 2001
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
LOS ANGELES, CA
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/3/2020)
RR
California(8/13/2021)
RR
Connecticut(10/17/2019)
RR
Delaware(8/15/2019)
RR
District of Columbia(1/7/2022)
RR
Florida(8/7/2019)
RR
Illinois(1/7/2022)
RR
Maryland(1/3/2020)
RR
Massachusetts(2/15/2023)
RR
New Jersey(8/7/2019)
RR
North Carolina(11/29/2019)
RR
Ohio(9/29/2023)
RR
Oregon(10/9/2020)
RR
Pennsylvania(8/6/2019)
IAR
Pennsylvania(3/31/2025)
RR
South Carolina(8/3/2020)
RR
Texas(11/18/2019)
IAR
Texas(3/31/2025)
RR
Virginia(1/3/2020)
RR
Washington(9/29/2023)
RR
West Virginia(5/2/2023)
RR
Wisconsin(7/8/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Reading, PATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
