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Detailed Report
STEVEN ROBERT BELL
CRD#: 4860725
IA
Investment Adviser
THE WEALTH CONSERVATORYCRD#: 115932 2300 FIRST STREET
#336K
LIVERMORE, CA 94550
Registration History
201020122014201620182020202220242026IATHE WEALTH CONSERVATORY (CRD# 115932)2009 - Present (15 years)
License(s)

State Registrations

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California 4/21/2009
Current Registration(s)
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THE WEALTH CONSERVATORY (CRD#:115932)
2300 FIRST STREET #336K, LIVERMORE, CA 94550
Registered with this firm since 4/21/2009
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.