Investment adviser representative · Principle Wealth
Julina L. Ogilvie
CRD 2928883 · Westport, CT
At a glance
Julina L. Ogilvie is an investment adviser representative with Principle Wealth in Westport, CT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Julina’s SEC record dates to 2002, about 24 years ago.
Current advisory firm
- Principle WealthSince April 2020Westport, CT · $3.2B in regulatory assets
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- None on file
- Exams
- Series 65, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Julina’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Principle Wealth
- June L. BerglundMadison
- Michael J. CastielloMadison
- Andrew J. CialekMadison · Certified Financial Planner, Chartered Financial Consultant
- David C. CopelandMadison
- Theresa V. DonatelliMadison
- Colin M. DuganMadison · Certified Financial Planner
- Ryan S. FamigliettiMadison · Certified Financial Planner
- Kyle J. FarrellMadison · Chartered Financial Analyst
Every advisor at Principle Wealth →Principle Wealth: assets, clients and custodians →Financial advisors in Westport, CT →Advisor Moves: who changed firms this week →