Bogart Wealth Information
Contact top employees from
Bogart Wealth
Summary
Bogart Wealth has been in the industry for 10 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 52. To connect with Bogart Wealth employee register on SignalHire.
Organization Website | bogartwealth.com |
Phone Number | 703-570-8651 |
Industries | |
Headquarters Location | 2010 Corporate Ridge, McLean, VA, 22102 US |
Employees Size | 10-50 employees |
Specialties | Retirement Planning, Tax Planning, Multi-Generational Planning, Investment Management, Estate Planning, Cash Flow Planning, Roth Conversion Strategies, Social Security Optimization, ExxonMobil, SAP, SAP NS2 |
Founded | 2016 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Bogart Wealth shows a diverse range of experience levels:
6% have been with the company for less than 1 year18% for 1–2 years18% for 3–4 years29% for 5–7 years12% for 8–10 years18% have over 11 years of service at Bogart WealthEx-employees positions
In Company
In New Company
Contact top employees from
Bogart Wealth
Misty Garza
Vice President, Financial Advisor
Nell Cordick
Financial Advisor, Vice President
Morgan Veth
Vice President Financial Advisor
Pete Knoer
Vice President - Investments, Financial Advisor
James Bogart
CEO & Founder
Mike Duffy
Vice President, Financial Advisor
Michael Camara
Vice President, Financial Advisor
Austin Hilscher
Associate Financial Advisor
Shesh Batni
Digital Video Production Specialist
Victoria Holcom
Associate Financial Advisor
Stefan Gudjohnsen
Client Service Associate
Grant Barlow
Client Service Associate - Advisor Growth Track
Ryan Welsh
AGT - Business Development
Stephen Thorsen
Junior Portfolio Analyst
Jack Loesch
Junior Portfolio Analyst
Elise Wente
Financial Planning Associate - Advisor Growth Track
Tye Wydner
Client Service Associate - Advisor Growth Track
Alison Cowley
Human Resources Manager
Anna Casserino
Client Services Associate
Amanda Muse
Director of Advisory
Geraldo Olivo
Financial Advisor
Aleksandr Spencer
Chief Investment Officer
Brendon Dashiell
Senior Portfolio Analyst
Torry Dell
Director of Business Development
Christine Janaske
Marketing Director
Allen Eickelberg
Chief Operating Officer
Thomas Fraim III
Client Services Associate
Clint Chang
Salesforce Administrator
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FAQ
Bogart Wealth operates in the Finance industries. More details can be found on the official website: bogartwealth.com.
The headquarters of Bogart Wealth are located in McLean, United States.
You can contact Bogart Wealth by phone at 703-570-8651.
Bogart Wealth currently employs 10-50 people.
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