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. Patrick Marcinko has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bogart Wealth | Mclean, VA | Jan 2022 - Current | 2 |
| Goldman Sachs & Company LLC | Washington, D.c., DC | Jun 2020 - Dec 2021 | 1 |
| Virginia Polytechnical Institute - Virginia | Blacksburg, VA | Sep 2019 - May 2020 | < 1 |
| Virginia Polytechnical Institute - Virginia | Blacksburg, VA | Aug 2016 - Dec 2019 | 3 |
| Goldman Sachs & Co | Washington, DC | Jun 2019 - Aug 2019 | < 1 |
| Virginia Polytechnical Institute - Virginia | Blacksburg, MD | Sep 2018 - May 2019 | < 1 |
| The Connemara Group | Rockville, MD | May 2018 - Aug 2018 | < 1 |
| Virginia Polytechnical Institute - Virginia | Blacksburg, VA | Sep 2017 - May 2018 | < 1 |
| T. Rowe Price | Baltimore, MD | Jun 2017 - Aug 2017 | < 1 |
| Mts Financial, LLC | Sykesville, MD | Sep 2015 - Aug 2016 | < 1 |
| Century High School | Sykesville, MD | Aug 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2020 |
- TX
- VA
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Total Assets Under Management2,619MILLIONS
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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
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