Unclaimed Profile

James Edward Bogart

BOGART WEALTH, LLC·MCLEAN, Virginia

SIE, Series 7, Series 66CFP ChFCClean record19 years registeredBOGART WEALTH, LLC

2010 CORPORATE RIDGE, MCLEAN, VA 22102CRD# 5349230Firm CRD# 283886

Profile Verification

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

Identity

James Edward Bogart · MCLEAN, VA

Registration

CRD #5349230 · BOGART WEALTH, LLC · 19 years registered

Brand Profile

Not yet started

Career History

BOGART WEALTH, LLC

Jun 2016 – present

ANNABELLE ADVISORS, LLC

Jun 2016 – Jun 2016

MCLEAN, VA

MORGAN STANLEY

Nov 2014 – Jul 2016

MCLEAN, VA

RBC CAPITAL MARKETS, LLC

Mar 2009 – Nov 2014

MCLEAN, VA

FERRIS, BAKER WATTS, LLC

Jul 2007 – Mar 2009

MCLEAN, VA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · July 30, 2007

Years registered · 19

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BOGART WEALTH, LLC

CRD 283886 · SEC 801-107912

AUM

$2.6B

Regulatory assets under management

Employees

6,495 client accounts

Services offered by BOGART WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BOGART WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does James Edward Bogart offer?

James Edward Bogart specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in MCLEAN, Virginia for a consultation.

What are James Edward Bogart's credentials?

James Edward Bogart holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is James Edward Bogart located?

James Edward Bogart is based in MCLEAN, Virginia, working with BOGART WEALTH, LLC. Their office serves clients in the MCLEAN metropolitan area and surrounding communities.

How does James Edward Bogart charge for services?

James Edward Bogart's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BOGART WEALTH, LLC?

BOGART WEALTH, LLC has approximately 36 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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