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Chief Investment Officer · Bogart Wealth, LLC

Aleksandr C Spencer

CRD 5113859 · Named on Form ADV at one SEC-registered adviser

At a glance

Bogart Wealth, LLC, an SEC-registered wealth manager based in McLean, VA with $3.2 billion in regulatory assets, lists Aleksandr C Spencer on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

  • Bogart Wealth, LLCChief Investment OfficerWealth manager · McLean, VA · $3.2B in regulatory assets

AtlasMembers

Aleksandr’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Colleagues named on the same filings (6)

1 more person named with Aleksandr on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Aleksandr’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.