Steven R Bell
Investment adviser representative at A.G.P / Alliance Global Partners
11 yearsExperience
10 statesRegistered in
CFP® certificationDesignation
$2.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- A.G.P. / Alliance Global PartnersMay 2021 to now
- Morgan Stanley Private Bank, N.AApr 2019 to May 2021
- Morgan StanleyMar 2019 to May 2021
- Stoever Glass Insurance AgencyJul 2017 to Mar 2019
- Stoever Glass & coJun 2017 to Mar 2019
- Stoever Glass Wealth MgmtJun 2017 to Mar 2019
- National Asset ManagementJan 2016 to Jun 2017
- National Securities CorpDec 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 10 states (AZ, CA, CT, FL, IL, MA, NJ, NY, SC, TX).
A.G.P / Alliance Global Partners
Legal name: A.G.P. / Alliance Global Partners, LLC
$2.9BAssets managed
7,490Clients
130Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5045605
- Firm CRD
- 8361