Charlotte Bell has been an investment adviser representative at Trio Wealth Management since April 2026, and is not listed among the firm’s executive officers or direct owners. Charlotte Bell holds a Bachelor of Science in Finance with a minor in Communications from George Washington University.
Trio Wealth Management, LLC is a Great Falls, VA firm with $134M under management, 87 clients and 3 advisers across 5 offices, as of its September 2026 filing.
Charlotte Bell is Wealth Advisor of Trio Wealth Management. She partners with senior advisors, clients, and their families to develop financial plans, and supports financial planning, investment strategy implementation, and ongoing relationship management. She began her career as an Analyst at J.P. Morgan Private Bank in Palm Beach, FL, where she worked for two years.
Charlotte Bell’s longest registration was 1 year at J.P. Morgan Securities LLC (2024–2026). Before joining Trio Wealth Management in 2026, Charlotte Bell was registered through J.P. Morgan Securities LLC.
- Trio Wealth Management, LLCCurrent– present · under a yearMiami, FL · Adviser representative · Firm CRD 328042
- J.P. Morgan Securities LLC– · 1 yearPalm Beach, FL · Adviser representative · Firm CRD 79
Investment adviser representative registrations
Charlotte Bell is registered as an investment adviser representative in 3 states. Each was approved in April 2026.
- North CarolinaSince 27 April 2026
- TexasSince 27 April 2026
- VirginiaSince 27 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 28 August 2024 |
| Series 66 | Uniform Combined State Law Examination | 12 August 2024 |
| SIE | Securities Industry Essentials Examination | 8 March 2024 |
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Charlotte Grace Bell
- CRD
- 7373601
- Firm
- Trio Wealth Management · CRD 328042
- Office
- Miami, FL
- Registration
- Investment adviser registration
- In the industry since
- September 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- triowm.com
Where does Charlotte Bell work?
Charlotte Bell is an investment adviser representative registered through Trio Wealth Management, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Charlotte Bell a financial advisor?
Yes. Charlotte Bell has a current investment-adviser registration in North Carolina, Texas and Virginia, through Trio Wealth Management since April 2026.
How many years of experience does Charlotte Bell have?
Charlotte Bell has 2 years in the financial industry, since September 2024, across 2 adviser firms.
What exams has Charlotte Bell passed?
Charlotte Bell has passed 3 licensing exams: the SIE, Series 66 and Series 7TO. The earliest, the SIE, was passed in March 2024.
Where did Charlotte Bell work before Trio Wealth Management?
Before Trio Wealth Management, Charlotte Bell was registered through J.P. Morgan Securities LLC, August 2024 to April 2026.
Where is Charlotte Bell based?
Charlotte Bell’s registered office is in Miami, FL.
Is Charlotte Bell registered with FINRA?
No. Charlotte Bell has no current broker registration.
How can I verify Charlotte Bell’s record?
Search CRD 7373601 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charlotte Bell’s full registration record.
