Julie Vogt, financial advisor Fort Myers FL
93 score

Julie Vogt

CRD Number: 1330159
Current Firm: Morgan Stanley

Julie Vogt (CRD# 1330159) is an Investment Advisor Representative working at Morgan Stanley in Fort Myers, FL and has over 28 years of experience in the finance industry.

Similar Advisors
Kerri Goldsmith, financial advisor Fort Myers FL
Kerri A. Goldsmith
CRD# 5768742
Hbks Wealth Advisors
Score
103
Similar Advisors
Kathleen Campbell, financial advisor Fort Myers FL
Kathleen N. Campbell
CRD# 5277659
Campbell Financial Partners, LLC
Score
100
Similar Advisors
Kodie Fridley, financial advisor Fort Myers FL
Kodie S. Fridley
CRD# 6336284
Independent Financial Partners
Score
100
Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 3
Morgan Stanley Cedar Rapids, IA Jun 2009 - Current 8
Morgan Stanley & Company, Incorporated Des Moines, IA Apr 2008 - Jun 2009 1
Wachovia Securities, LLC Cedar Rapids, IA Jan 2008 - Apr 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
Contact Info for Julie K. Vogt
Phone Number: 914-225-5510
Registered State(s):
  • FL
  • IA
By the Numbers
  • Total Assets Under Management
    598,503
    MILLIONS
  • Total Number of Accounts
    1,610,240
    ACCOUNTS
  • Average Account Value
    $371,685
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Julie Vogt and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.