Bogart Wealth, LLC
Bogart Wealth, LLC (CRD# 283886) is a financial advisory firm headquartered in Mclean, VA. They manage $2,619,324,099 in 6,495 accounts and serve the financial needs of clients across 24 states (or territories).
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Total Assets Under Management2,619MILLION
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Total Number of Accounts6,495ACCOUNTS
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Average Account Value$403,283
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AL, AZ, CA, CT, DC, DE, FL, GA, IL, LA, MA, MD, MI, MT, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA
James Bogart (CRD# 5349230) is an Investment Advisor Representative working at Bogart Wealth, LLC in Mclean, VA and has over 16 years of experience in the finance industry.
Michael Camara (CRD# 5232671) is an Investment Advisor Representative working at Bogart Wealth, LLC in Mclean, VA and has over 17 years of experience in the finance industry.
Nell Cordick (CRD# 4805063) is an Investment Advisor Representative working at Bogart Wealth, LLC in Mclean, VA and has over 19 years of experience in the finance industry.
Michael Duffy (CRD# 5781189) is an Investment Advisor Representative working at Bogart Wealth, LLC in Mclean, VA and has over 9 years of experience in the finance industry.
Daniel Evans (CRD# 6315898) is an Investment Advisor Representative working at Bogart Wealth, LLC in The Woodlands, TX and has over 9 years of experience in the finance industry.
Peter Knoer (CRD# 6183063) is an Investment Advisor Representative working at Bogart Wealth, LLC in Houston, TX and has over 10 years of experience in the finance industry.
Nicolas Conforti (CRD# 7761608) is an Investment Advisor Representative working at Bogart Wealth, LLC in Mclean, VA and has 1 year of experience in the finance industry.
Patrick Marcinko (CRD# 6821869) is an Investment Advisor Representative working at Bogart Wealth, LLC in Mclean, VA and has over 3 years of experience in the finance industry.
Sydney Rutledge (CRD# 7219390) is an Investment Advisor Representative working at Bogart Wealth, LLC in Mclean, VA and has 1 year of experience in the finance industry.