About Bell Rock Capital

Bell Rock Capital, LLC is an SEC Registered Investment Advisor based in southern Delaware, with satellite offices in northern Delaware, Florida, Pennsylvania, New Jersey, and California. Client assets are managed as Separately Managed Accounts, for both high net worth individuals and families as well as banks and insurance companies. We utilize proprietary research as well as technology-driven investment tools to manage our accounts and conduct fundamental and technical analysis on the companies we consider before investing.

Our 401(K) Advisory Services include the role of acting as an ERISA 3(38) and/or advisor on the Company plan including analyzing, monitoring, educating and making changes to the plan's investment selections. A member of our team has been awarded the Accredited Investment Fiduciary® (AIF®) designation, and the Professional Plan Consultant™ (PPC™) designation from fi360. These designations support our commitment to fiduciary excellence on behalf of our Company retirement plan clients and our firm.

Cassandra Toroian

Founder
Chief Investment Officer

302-227-7607
Rehoboth Beach, DE

Jacquelyn Blue

Chief Financial Officer
Compliance Officer

302-227-7608
Rehoboth Beach, DE

Jacqueline Reeves

Managing Director
Senior Investment Advisor

561-289-5308
Boca Raton, FL

Janet Redman

Senior Investment Advisor

302-227-7608
Rehoboth Beach, DE

Andres Bonell

Senior Investment Advisor

302-227-7608
Rehoboth Beach, DE

Sally Lawson

Managing Director
Investment Advisor

610-695-3651
Villanova, PA

Galina Kuznetsova

Investment Advisor
Operations Associate

562-548-0490
Long Beach, CA

Douglas McCoy

Senior Investment Advisor

302-652-3101
(The Montchanin Branch), DE

Support

Barbara Deane

Executive Assistant
Office Manager

302-227-7608
Rehoboth Beach, DE

Experience & Credibility

Bell Rock Capital appears regularly on Fox News, Fox Business and CNBC. We are routinely sought after for our market expertise and commentary.

AIF
Five Star
 
CNBC
Fox Business
 
PPC Certification
WS with JR
 
Dont Buy The Bull