Next-Gen · rank 95 · New York, New York · listed firm: Morgan Stanley Private Wealth Management
Identity & firm
- Firm — Morgan Stanley Private Wealth Management (high)
- “MORGAN STANLEY” — sec_finra_regulatory
- “Justin Bell - Morgan Stanley Private Wealth Management” — forbes_shook
- Parent company — Morgan Stanley (high)
- “MORGAN STANLEY” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “MORGAN STANLEY” — sec_finra_regulatory
- Team name — T6 Wealth Group (medium)
- “a group called T6 Wealth Management” — professional_press
- Team size — 3 (medium)
- “a three-person team formerly managing $12 billion at Stifel has moved to Morgan Stanley” — professional_press
- CRD — 6079183 (high)
- “"individualId": 6079183, "firstName": "JUSTIN", "middleName": "MAX", "lastName": "BELL"” — sec_finra_regulatory
- Years experience — 13 (high)
- “"daysInIndustryCalculatedDate": "8/13/2013"” — sec_finra_regulatory
- “Bell started his career at JPMorgan in 2013 and moved to Barclays in 2015 just before its acquisition by Stifel.” — professional_press
- Designations — gap: not_found_after_search
Book of business
- Team AUM ($M) — 4800 (high)
- “Team Assets (Custodied): $4.8B” — forbes_shook
- Account minimum ($M) — 5 (high)
- “Minimum Account Size for New Business: $5M” — forbes_shook
- Typical client net worth ($M) — 55 (high)
- “Typical Client Net Worth: $10-100M” — forbes_shook
- Client niche — ultra-high-net-worth individuals and family offices (low)
- “the group joined Morgan Stanley's private wealth segment serving ultra-high net worth clients with at least $20 million in assets” — professional_press
- Custodians — gap: not_applicable
- Fee model — not_public (low)
- “MORGAN STANLEY” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisor.morganstanley.com/t6-wealth-group (medium)
- “T6 Wealth Group | New York, NY | Morgan Stanley Private Wealth Management” — firm_official
- Value proposition (verbatim) — gap: not_found_after_search
- Differentiators — gap: not_found_after_search
- Content marketing — gap: not_found_after_search
- Has podcast — gap: not_found_after_search
- Books published — gap: not_found_after_search
- Linkedin url — https://www.linkedin.com/in/justin-bell-39287855/ (medium)
- “Justin Bell - Managing Director, Private Wealth Advisor at ...” — social_or_third_party_db
- Social presence — gap: not_found_after_search
- Press awards — AdvisorHub: Morgan Stanley Lands Stifel Team Producing $15 Million in New York City (Jan 2025), Financial Planning: Morgan Stanley recruits $12 billion team from Stifel (Jan 2025) (medium)
- “a three-person team formerly managing $12 billion at Stifel has moved to Morgan Stanley” — professional_press
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search