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Bryan Paul Bogen

SPECTRUM FINANCIAL STRATEGIES INC·HAMDEN, Connecticut
Unclaimed Profile
2525 WHITNEY AVENUE, HAMDEN, CT 06518CRD# 2114891Firm CRD# 106419
01

About

Bryan Paul Bogen is a registered financial advisor based in HAMDEN, Connecticut, affiliated with SPECTRUM FINANCIAL STRATEGIES INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SPECTRUM FINANCIAL STRATEGIES INC
SPECTRUM FINANCIAL STRATEGIES INC
AUM
$62M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SPECTRUM FINANCIAL STRATEGIES INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2114891
Firm CRD# 106419
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bryan Paul Bogen offer?
Bryan Paul Bogen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HAMDEN, Connecticut for a consultation.
What are Bryan Paul Bogen's credentials?
Bryan Paul Bogen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bryan Paul Bogen located?
Bryan Paul Bogen is based in HAMDEN, Connecticut, working with SPECTRUM FINANCIAL STRATEGIES INC. Their office serves clients in the HAMDEN metropolitan area and surrounding communities.
How does Bryan Paul Bogen charge for services?
Bryan Paul Bogen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPECTRUM FINANCIAL STRATEGIES INC?
SPECTRUM FINANCIAL STRATEGIES INC has approximately 1 employees and manages $62M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HAMDEN
Lawrence Scott Cooper — COOPER FINANCIAL SERVICES, INC.Susan Lynn Cooper — COOPER FINANCIAL SERVICES, INC.Hope Janet Cooper — COOPER FINANCIAL SERVICES, INC.
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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