David Nelson Bell
Investment adviser representative at Osaic Institutions, Inc.
12 yearsExperience
3 statesRegistered in
$6.5BFirm assets
19 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
12 years in the industry.
- Osaic Institutions, Inc.Jul 2024 to now
- Trupoint BankJul 2024 to now
- Bank of America, N.A.Mar 2020 to Jul 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2020 to Jul 2024
- Regions BankFeb 2017 to Dec 2019
- Strategic Outsourcing, IncDec 2016 to Feb 2017
- Suntrust BankJun 2014 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (NC, TN, VA).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 7221026
- Firm CRD
- 35371