Sarah Ramsay Leimenstoll
Investment adviser representative at Bell Investment Advisors Inc
15 yearsExperience
1 stateRegistered in
$787.6MFirm assets
27 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Bell Investment Advisors, Inc.Dec 2016 to now
- Keep&shareOct 2011 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Bell Investment Advisors Inc
$787.6MAssets managed
443Clients
9Advisers
27 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
- 7089992
- Firm CRD
- 108383