Peter KnoerCRD Number: 6183063
Current Firm: Bogart Wealth, LLC
Peter Knoer (CRD# 6183063) is an Investment Advisor Representative working at Bogart Wealth, LLC in Mclean, VA and has over 4 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Purshe Kaplan Sterling Investments, Inc.||Albany, NY||Jun 2016 - Current||1|
|Bogart Wealth, LLC||Mclean, VA||Jun 2016 - Current||1|
|Morgan Stanley Private Bank, National Association||New York, NY||Feb 2015 - Jun 2016||1|
|Morgan Stanley Smith Barney LLC||Houston, TX||Nov 2014 - Jun 2016||1|
|Rbc Capital Markets, LLC||Houston, TX||Apr 2013 - Nov 2014||1|
|Exxon Mobil||Houston, TX||Jun 1977 - Mar 2013||35|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2013|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, DC, FL, LA, MA, MT, NC, NH, NJ, NY, SC, TX, VA
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