Financial ADVSR advisor directory · SEC adviser records

Bogart Wealth, LLC financial advisors in McLean, VA

Every SEC-registered investment adviser representative at a Bogart Wealth, LLC office in McLean, A to Z.

16 registered advisors work at Bogart Wealth, LLC in McLean, out of 23 at the firm nationwide; it ranks number 10 in the city by advisors. 14 list the CFP designation and 1 are also registered broker representatives.

Bogart Wealth, LLC advisors in McLean, A to Z

Every Bogart Wealth, LLC advisor →

Chaz H. BillakCertified Financial Planner
Nicolas A. ConfortiCertified Financial Planner
Nell R. CordickCertified Financial Planner
Michael P. DuffyInvestment adviser rep
Allen C. EickelbergCertified Financial Planner
Austin HilscherCertified Financial Planner
Victoria E. HolcomCertified Financial Planner
Thomas A. KelloggCertified Financial Planner
Carrie H. MalatestaCertified Financial Planner
Patrick J. MarcinkoCertified Financial Planner
Sydney RutledgeCertified Financial Planner
Jennifer L. StaceyAlso a broker rep
Sandra L. TerronezCertified Financial Planner
Nathan J. VandemeulebroeckeCertified Financial Planner
Morgan B. VethCertified Financial Planner
Elise K. WenteCertified Financial Planner

Bogart Wealth, LLC advisors in every city and state →Bogart Wealth, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Bogart Wealth, LLC advisors in other cities

Houston, TX 3 The Woodlands, TX 3 Vienna, VA 1

Other firms in McLean

All McLean advisors →

Wells Fargo Clearing Services, LLC 124 Morgan Stanley 78 Cassaday & Company, Inc. 43 MML Investors Services, LLC 28 Ameriprise Financial Services, LLC 22 Truist Advisory Services, Inc. 22 Range Advisory, LLC 19 Concurrent Investment Advisors, LLC 18 UBS Financial Services Inc. 18 West Financial Services, Inc. 13 Cetera Investment Advisers LLC 12 Creative Planning 12

Questions

How many financial advisors does Bogart Wealth, LLC have in McLean?

16 investment adviser representatives are registered at Bogart Wealth, LLC offices in McLean, Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 23 nationwide. 14 list the CFP designation and 1 are also registered as broker representatives.

Is Bogart Wealth, LLC one of the largest advisor employers in McLean?

Bogart Wealth, LLC ranks number 10 in McLean by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 124.

How do I check a Bogart Wealth, LLC advisor in McLean?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Bogart Wealth, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.