Sarah Leimenstoll has been an investment adviser representative at Bell Investment Advisors since July 2019, and is not listed among the firm’s executive officers or direct owners.
Bell Investment Advisors Inc is an Orinda, CA firm with $788M under management, 443 clients and 6 advisers in one office, as of its June 2026 filing.
- Bell Investment Advisors IncCurrent– present · 7 yearsOrinda, CA · Adviser representative · Firm CRD 108383
Investment adviser representative registrations
Sarah Leimenstoll is registered as an investment adviser representative in California, since July 2019.
- CaliforniaSince 30 July 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 30 July 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Sarah Ramsay Leimenstoll
- CRD
- 7089992
- Firm
- Bell Investment Advisors · CRD 108383
- Office
- 2 THEATRE SQUARE, SUITE 315, Orinda, CA 94563
- Registration
- Investment adviser registration
- In the industry since
- July 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Sarah Leimenstoll work?
Sarah Leimenstoll is an investment adviser representative registered through Bell Investment Advisors Inc since July 2019, and is not listed among the firm’s executive officers or direct owners.
Is Sarah Leimenstoll a financial advisor?
Yes. Sarah Leimenstoll has a current investment-adviser registration in California, through Bell Investment Advisors since July 2019.
How many years of experience does Sarah Leimenstoll have?
Sarah Leimenstoll has 7 years in the financial industry, since July 2019, across 1 adviser firm.
What exams has Sarah Leimenstoll passed?
Sarah Leimenstoll passed the Series 65 in July 2019.
Where is Sarah Leimenstoll based?
Sarah Leimenstoll’s registered office is in Orinda, CA.
Is Sarah Leimenstoll registered with FINRA?
No. Sarah Leimenstoll has no current broker registration.
How can I verify Sarah Leimenstoll’s record?
Search CRD 7089992 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Sarah Leimenstoll’s full registration record.
