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.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bogart Wealth, LLC | Mclean, VA | Aug 2022 - Current | 1 |
| Bogart Wealth, LLC | Mclean, VA | Jun 2021 - Aug 2022 | 1 |
| Virginia Tech | Blacksburg, VA | Jun 2017 - May 2021 | 3 |
| Clarendon Wealth Management | Arlington, VA | May 2020 - Aug 2020 | < 1 |
| Vector Marketing | Fairfax, VA | Jun 2019 - Aug 2019 | < 1 |
| James Madison High School | Vienna, VA | Sep 2013 - Jun 2017 | 3 |
- VA
-
Total Assets Under Management2,619MILLIONS
-
Total Number of Accounts6,495ACCOUNTS
-
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
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