Phellipe Santos
Investment Adviser Representative at Three BELL Capital LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Phellipe Santos is an investment adviser representative with Three BELL Capital LLC in San Francisco, CA, where they have been registered since 2026. They have worked in the securities industry since 2022 and have been registered with 3 firms, including Grant Private Wealth Management and Fidelity Personal and Workplace Advisors. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fisher InvestmentsJun 2013 – Sep 2019San Mateo, CA
- Fidelity Personal and Workplace AdvisorsJul 2020 – Jul 2023San Francisco, CA
- Grant Private Wealth Management, Inc.Mar 2024 – May 2024Pleasanton, CA
- Fidelity Brokerage Services LLCFeb 2020 – Jul 2023San Francisco, CA
- Venancio Capital LLCJan 2024 – no end date reportedSan Francisco, CA
- UnemployedAug 2023 – Dec 2023San Francisco, CA
- UnemployedOct 2019 – Jan 2020San Francisco, CA
- Venancio Media LLCJan 2024 – no end date reportedSan Francisco, CA
- Three Bell Capital LLCFeb 2026 – no end date reportedSan Francisco, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Three BELL Capital LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
- Other
- Firm account minimum
- $1,000,000 (waivable)
- Private Wealth: $1 – $9,999,9991.00%
- Private Wealth: $10,000,000 – $19,999,9990.75%
- Private Wealth: $20,000,000 and above0.50%
- Corporate Retirement Plan: $1 – $999,9991.00%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 13
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Dallas, TX
- SEC file number:
- 801-79156
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 9, 2026
View full firm profileOther advisors at Three BELL Capital LLC
12 other advisors in the directory
Similar advisors in San Francisco, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Phellipe Santos has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched