Michael DuffyCRD Number: 5781189
Current Firm: Bogart Wealth, LLC
Compensation Model: Fee Only
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.
David Wealth Management, LLC
Equitable Advisors, LLC
Prudential Financial Planning Services
|Bogart Wealth, LLC||Mclean, VA||Jun 2016 - Current||4|
|Morgan Stanley Private Bank, National Association||New York, NY||Feb 2015 - Jun 2016||1|
|Morgan Stanley Smith Barney LLC||Mclean, VA||Nov 2014 - Jun 2016||1|
|Rbc Capital Markets, LLC||Mclean, VA||Sep 2012 - Nov 2014||2|
|Scottrade||Hoover, AL||Apr 2010 - Aug 2012||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2013|
Total Assets Under Management947MILLIONS
Total Number of Accounts2,732ACCOUNTS
Average Account Value$346,811
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
CA, CT, DC, FL, GA, LA, MA, MD, MT, NC, NH, NJ, NY, PA, SC, TN, TX, VA
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