Robert M Bell
Investment Adviser Representative at PARK Avenue Securities LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Robert M. Bell is an investment adviser representative with PARK Avenue Securities LLC in Reston, VA, where they have been registered since 1999. They have worked in the securities industry since 1999 and were previously registered with Guardian Investor Services Corporation. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in 9 states.
Office
Advisors at this office: 22
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California, Colorado, District of Columbia, Florida, Georgia, Maryland, New Jersey, North Carolina, Virginia
- Broker:
19 states and territories
Arizona, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Hawaii, Indiana, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, West Virginia
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.
- Guardian LIFE Insurance Co. OF AmericaJul 1997 – Feb 2022Bethesda, MD
- PARK Avenue Securities LLCMay 1999 – Feb 2022Bethesda, MD
- Guardian LIFE Insurance CompanyFeb 2022 – Jun 2022Chevy Chase, MD
- PARK Avenue SecuritiesFeb 2022 – Jun 2022Chevy Chase, MD
- Guardian LIFE Insurance CompanyJun 2022 – Jun 2022Reston, VA
- PARK Avenue SecuritiesJun 2022 – Jun 2022Reston, VA
- Guardian LIFE Insurance CompanyJun 2022 – Oct 2023Chevy Chase, MD
- PARK Avenue SecuritiesJun 2022 – Oct 2023Chevy Chase, MD
- Guardian LIFE Insurance CompanyOct 2023 – no end date reportedReston, VA
- PARK Avenue SecuritiesOct 2023 – no end date reportedReston, VA
- Guardian LIFE Insurance CompanyJun 2024 – no end date reportedHagerstown, MD
- PARK Avenue SecuritiesJun 2024 – no end date reportedHagerstown, MD
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About PARK Avenue Securities 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
- Hourly
- Fixed fee
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
Personalized model portfolio recommendations, access to a Park Avenue Securities advisor, periodic rebalancing, no minimum to open a VestWise™ account, and easy 24/7 on-the-go access, with a 0.45% annual fee based on the average daily balance of assets in the account.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,907
- Offices listed on AdvisorFinder:
- 26
- Main office:
- New York, NY
- SEC file number:
- 801-58108
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 8, 2026
View full firm profileOther advisors at PARK Avenue Securities LLC
Showing 12 of 1,907 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert M Bell 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.
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