Member & Chief Compliance Officer · Consolidated Financial
Edward S. Bell
CRD 2589174 · Named on Form ADV at one SEC-registered adviser
At a glance
Consolidated Financial, an SEC-registered asset manager based in Dublin, OH with $589 million in regulatory assets, lists Edward S. Bell on its Form ADV as Member & Chief Compliance Officer, a control person.
Firms and roles
- Consolidated FinancialMember & Chief Compliance OfficerAsset manager · Dublin, OH · $589M in regulatory assets
AtlasMembers
Edward’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- James M. CurryMember, Consolidated Financial
- Andrew T. RoseberryMember, Consolidated Financial
- Robert A. BellMember, Consolidated Financial
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Edward’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.