Michael Justin Bell
Investment adviser representative at Osaic Advisory Services, LLC
13 yearsExperience
1 stateRegistered in
$15.5BFirm 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 assetsHourlyFixed or flat fee
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
13 years in the industry.
- Osaic Advisory Services, LLCFeb 2025 to now
- Justabout Wealth ManagementFeb 2025 to now
- Osaic WealthFeb 2025 to now
- Warwick Partners, LLCJan 2025 to Feb 2025
- Northwestern Mutual Wealth Management CompanyMay 2024 to Feb 2025
- Northwestern Mutual Investment Services LLCSep 2022 to Feb 2025
- Anthony MastroMay 2020 to Jan 2025
- St Clair Country ClubMay 2012 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
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
- 7219026
- Firm CRD
- 171070