Sunkul Kumar Soni
Investment adviser representative at Three Bell Capital LLC
20 yearsExperience
2 statesRegistered in
$5.1BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Three Bell Capital LLCMay 2020 to now
- Citigroup Global Markets Inc.Oct 2006 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (CA, NC).
Three Bell Capital LLC
$5.1BAssets managed
628Clients
13Advisers
12 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
- 5193581
- Firm CRD
- 159736