Peter Knoer, financial advisor Mclean VA
90 score

Peter Knoer

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Peter Knoer
Phone Number: (703) 570-8651
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, DC, FL, LA, MA, MT, NC, NH, NJ, NY, SC, TX, VA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.