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Michael Edward Bogdan

POST ROAD GROUP LLC·STAMFORD, Connecticut
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1 LANDMARK SQUARE, STAMFORD, CT 06901CRD# 3110709Firm CRD# 288459
01

About

Michael Edward Bogdan is a registered financial advisor based in STAMFORD, Connecticut, affiliated with POST ROAD GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
POST ROAD GROUP LLC
POST ROAD GROUP LLC
AUM
$1.5B
Regulatory assets under management
Employees
24
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ADDITIONAL FEES AS DESCRIBED IN FORM ADV, PART 2A
Regulatory
SEC/IARD CRD# 3110709
Firm CRD# 288459
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Edward Bogdan offer?
Michael Edward Bogdan specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in STAMFORD, Connecticut for a consultation.
What are Michael Edward Bogdan's credentials?
Michael Edward Bogdan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Edward Bogdan located?
Michael Edward Bogdan is based in STAMFORD, Connecticut, working with POST ROAD GROUP LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Michael Edward Bogdan charge for services?
Michael Edward Bogdan's firm is compensated through percentage of aum, performance-based fees, other: additional fees as described in form adv, part 2a. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is POST ROAD GROUP LLC?
POST ROAD GROUP LLC has approximately 24 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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