Michael Duffy, financial advisor Mclean VA

Michael Duffy

CRD Number: 5781189
Current Firm: Bogart Wealth, LLC
Compensation Model: Fee Only

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.

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Company Name Location Dates Years
Bogart Wealth, LLC Mclean, VA Jun 2016 - Current 7
Morgan Stanley Private Bank, National Association New York, NY Feb 2015 - Jun 2016 1
Morgan Stanley Smith Barney LLC Mclean, VA Nov 2014 - Jun 2016 1
Rbc Capital Markets, LLC Mclean, VA Sep 2012 - Nov 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Michael P. Duffy
By the Numbers
  • Total Assets Under Management
    2,619
    MILLIONS
  • 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

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