Rick Bell has been an investment adviser representative at Crew Capital Management since July 2020, and is not listed among the firm’s executive officers or direct owners. Rick Bell holds a Bachelor of Science in Business Administration: Finance from Regis University.
Crew Capital Management, LTD. is a Cincinnati, OH firm with $235M under management, 203 clients and 7 advisers across 2 offices, as of its March 2026 filing.
Rick Bell is a Financial Advisor of Crew Capital. He joined Crew Capital in 2020 after 14 years in the financial services industry and has experience as a financial advisor specializing in investment management for High Net Worth clients. He is responsible for providing asset allocation strategies and working with portfolio managers on customized portfolios. Before financial services, he had a 10-year career in Professional Baseball.
Rick Bell’s longest registration was 10 years at Ross, Sinclaire & Associates, LLC (2009–2020). Before joining Crew Capital Management in 2020, Rick Bell was registered through F/M Investments LLC and Ross, Sinclaire & Associates, LLC.
- F/M Investments LLCAlso current– present · 6 yearsCincinnati, OH · Adviser representative · Firm CRD 304405
- F/M Investments LLC– · under a yearCincinnati, OH · Adviser representative · Firm CRD 304405
- Ross, Sinclaire & Associates, LLC– · 10 yearsCincinnati, OH · Adviser representative · Firm CRD 25440
Investment adviser representative registrations
Rick Bell is registered as an investment adviser representative in Ohio, since July 2020.
- OhioSince 22 July 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 19 November 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 April 2007 |
| Series 7 | General Securities Representative Examination | 8 March 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5296037
- Firm
- Crew Capital Management · CRD 125402
- Registration
- Investment adviser and broker registrations
- In the industry since
- March 2007
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- crewcapital.com
Where does Rick Bell work?
Rick Bell is an investment adviser representative registered through Crew Capital Management, LTD. since July 2020, and is not listed among the firm’s executive officers or direct owners.
Is Rick Bell a financial advisor?
Yes. Rick Bell has a current investment-adviser registration in Ohio, through Crew Capital Management since July 2020.
How many years of experience does Rick Bell have?
Rick Bell has 19 years in the financial industry, since March 2007, across 3 adviser firms.
What exams has Rick Bell passed?
Rick Bell has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in March 2007. FINRA credited Rick Bell with the SIE, which began in October 2018.
Where did Rick Bell work before Crew Capital Management?
Before Crew Capital Management, Rick Bell was registered through F/M Investments LLC, July 2020 to July 2020.
Is Rick Bell registered with FINRA?
Yes. Rick Bell has a current broker registration, under CRD 5296037.
Source: FINRA BrokerCheck
How can I verify Rick Bell’s record?
Search CRD 5296037 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Rick Bell’s full registration record.
