Bogart Wealth, LLC

Bogart Wealth, LLC (CRD# 283886) is a financial advisory firm headquartered in Mclean, VA. They manage $2,619,324,099 in 6,495 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,619
    MILLION
  • Total Number of Accounts
    6,495
    ACCOUNTS
  • Average Account Value
    $403,283
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CT, DC, DE, FL, GA, IL, LA, MA, MD, MI, MT, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA

Financial Advisors at Bogart Wealth, LLC
Showing 1 - 9 of 9 top financial advisors.
1
James E. Bogart
CRD#: 5349230
1725 Hughes Landing, Suite 1225, The Woodlands, TX 77380

James Bogart (CRD# 5349230) is an Investment Advisor Representative working at Bogart Wealth, LLC in The Woodlands, TX and has over 16 years of experience in the finance industry.

2
Michael B. Camara
CRD#: 5232671
1725 Hughes Landing Blvd., Suite 1225, The Woodlands, TX 77380

Michael Camara (CRD# 5232671) is an Investment Advisor Representative working at Bogart Wealth, LLC in The Woodlands, TX and has over 17 years of experience in the finance industry.

3
Nell R. Cordick
CRD#: 4805063
2010 Corporate Ridge, Suite 650, Mclean, VA 22102

Nell Cordick (CRD# 4805063) is an Investment Advisor Representative working at Bogart Wealth, LLC in Mclean, VA and has over 19 years of experience in the finance industry.

4
Michael P. Duffy
CRD#: 5781189
2010 Corporate Ridge, Suite 650, Mclean, VA 22102

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.

5
Daniel Evans
CRD#: 6315898
1725 Hughes Landing Blvd., Suite 1225, The Woodlands, TX 77380

Daniel Evans (CRD# 6315898) is an Investment Advisor Representative working at Bogart Wealth, LLC in The Woodlands, TX and has over 9 years of experience in the finance industry.

6
Peter Knoer
CRD#: 6183063
820 Gessner Road, Suite 1110, Houston, TX 77024

Peter Knoer (CRD# 6183063) is an Investment Advisor Representative working at Bogart Wealth, LLC in Houston, TX and has over 10 years of experience in the finance industry.

7
Nicolas A. Conforti
CRD#: 7761608
2010 Corporate Ridge, Suite 650, Mclean, VA 22102

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.

8
Patrick J. Marcinko
CRD#: 6821869
2010 Corporate Ridge, Suite 650, Mclean, VA 22102

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.

9
Sydney Rutledge
CRD#: 7219390
2010 Corporate Ridge, Suite 650, Mclean, VA 22102

Sydney Rutledge (CRD# 7219390) is an Investment Advisor Representative working at Bogart Wealth, LLC in Mclean, VA and has 1 year of experience in the finance industry.

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