Rick Bell
Investment adviser representative at F/m Investments LLC
20 yearsExperience
1 stateRegistered in
$17.7BFirm assets
7 yearsFirm in business
Are you Rick Bell? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Fnex Capital, LLCJun 2024 to now
- F/m Investments LLCJul 2020 to now
- Crew Capital Management, Ltd.Jul 2020 to now
- Ross, Sinclaire & Associates, LLCDec 2006 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (OH).
F/m Investments LLC
$17.7BAssets managed
5,780Clients
17Advisers
7 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
- 5296037
- Firm CRD
- 304405