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Samuel Bell

Gitterman Wealth Management, LLC

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About Samuel Bell

Samuel Bell is a Registered Representative with Gitterman Wealth Management, LLC, a financial advisory firm located in Edison, NJ. Samuel has been working in the securities industry since 1998. Samuel has experience as a registered representative and investment advisor representative, specializing in financial planning, portfolio management, and providing educational seminars to individuals.

Firm Information

Samuel Bell is currently registered with Gitterman Wealth Management, LLC. Gitterman Wealth Management, LLC is a registered investment advisor based in Edison, New Jersey. The firm manages approximately $624,665,782 in assets for 549 clients. Gitterman Wealth Management, LLC provides financial planning, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and other investment advisory services. The firm's clients include high-net-worth individuals and individuals other than high-net-worth.
Gitterman Wealth Management, LLC

379 THORNALL STREET

EDISON, NJ 08837

$624.67M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Samuel Bell’s Registration & Firm History

NJ

01/04/2016 - Present

Gitterman Wealth Management, LLC (EDISON NJ)

NJ

05/05/2010 - 06/16/2017

TRIAD ADVISORS, INC. (Edison NJ)

NJ

10/30/2000 - 05/05/2010

ING FINANCIAL ADVISERS, LLC (WOODBRIDGE NJ)

NY

05/03/1999 - 09/06/2000

PARK AVENUE SECURITIES LLC (NEW YORK NY)

NY

05/06/1998 - 05/03/1999

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/29/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/12/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Samuel Bell.
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