Chet Charles Bogdan
Investment adviser representative at Private Advisor Group, LLC
15 yearsExperience
3 statesRegistered in
$57.7BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Private Advisor Group, LLCJun 2026 to now
- LPL Financial LLCJan 2022 to now
- Mariner Independent Advisor Network, LLCFeb 2022 to Jul 2026
- Prudential Annuities Distributors, IncJan 2020 to Jan 2022
- Prudential Insurance Company of AmericaJan 2020 to Jan 2022
- S2k Financial LLCJun 2018 to Jan 2020
- Northstar Securities, LLCJun 2018 to Aug 2018
- Sc Distributors LLCJan 2011 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2001
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (CO, LA, TX).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2639303
- Firm CRD
- 155216