RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Steven Adam Stroud
- Title
- SENIOR WEALTH MANAGERreportedthree-bell.comfirm site, Sep 16, 2026
- Investment committee
- “Steve also sits on the Three Bell Investment Committee, assisting with investment due diligence, selection, and monitoring.”reportedthree-bell.comthe sentence on the bio page
- Professional profile
- three-bell.com/team_member/steve-stroudreportedthree-bell.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Three Bell Capital LLC mixed wealth currentsince Jan 14, 2022 · Dallas, Tx
- J.P. Morgan Securities LLC wirehouseNov 30, 2017 to Jan 15, 2022 · Dallas, Tx
- UBS Financial Services Inc. wirehouseMar 19, 2007 to Dec 11, 2017 · Dallas, Tx
- J.P. Morgan Securities LLC to Three Bell Capital LLCleft Jan 15, 2022, registered Jan 14, 2022 (-1 days) · Wirehouse to independent RIA
- UBS Financial Services Inc. to J.P. Morgan Securities LLCleft Dec 11, 2017, registered Nov 30, 2017 (-11 days) · Wirehouse to wirehouse · moved with a team
- Steven Adam Stroud left J.P. Morgan Securities Llc for Three Bell Capital Llc (registered 2022-01-14)Jan 15, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address