Adviser and broker representative · Wealth Management Institute Ltd.
Charles C. Bell
CRD 2212340 · Frederick, MD
At a glance
Charles C. Bell is an investment adviser representative with Wealth Management Institute Ltd. in Frederick, MD, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Charles’s SEC record dates to 1994, about 32 years ago. Charles is also registered as a broker representative.
Current advisory firm
- Wealth Management Institute Ltd.Since March 2022Frederick, MD · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 1994 (32 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Charles’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.