Unclaimed Profile

Mark Allan Bogar

PALLAS CAPITAL ADVISORS, LLC·BRAINTREE, Massachusetts

Clean record6 years registeredPALLAS CAPITAL ADVISORS, LLC

45 BRAINTREE HILL OFFICE PARK, BRAINTREE, MA 02184CRD# 2211199Firm CRD# 310327

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Allan Bogar · BRAINTREE, MA

Registration

CRD #2211199 · PALLAS CAPITAL ADVISORS, LLC · 6 years registered

Brand Profile

Not yet started

Career History

ELYXIUM WEALTH LLC

Apr 2025 – present

PALLAS CAPITAL ADVISORS, LLC

Nov 2020 – Jun 2024

BRAINTREE, MA

GOSS ADVISORS

Apr 2020 – Dec 2020

BRAINTREE, MA

Registrations & Exams

Registration record

First registered · April 9, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PALLAS CAPITAL ADVISORS, LLC

CRD 310327 · SEC 801-119646

AUM

$3.0B

Regulatory assets under management

Employees

3,566 client accounts

Services offered by PALLAS CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PALLAS CAPITAL ADVISORS, LLC →

Introduction

Speak with Mark

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mark is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in BRAINTREE?

Browse all registered financial advisors in BRAINTREE, Massachusetts or claim this profile if it's yours.

Browse BRAINTREE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Mark Allan Bogar offer?

Mark Allan Bogar specializes in Financial Planning, Investment Management. Contact their office in BRAINTREE, Massachusetts for a consultation.

What are Mark Allan Bogar's credentials?

Mark Allan Bogar is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Allan Bogar located?

Mark Allan Bogar is based in BRAINTREE, Massachusetts, working with PALLAS CAPITAL ADVISORS, LLC. Their office serves clients in the BRAINTREE metropolitan area and surrounding communities.

How does Mark Allan Bogar charge for services?

Mark Allan Bogar'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 PALLAS CAPITAL ADVISORS, LLC?

PALLAS CAPITAL ADVISORS, LLC has approximately 30 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →