Sandra Lombrano Terronez
Investment adviser representative at Bogart Wealth, LLC
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Bogart Wealth, LLCAug 2024 to now
- 4j Wealth Management, LLCFeb 2023 to Jul 2024
- Bogart WealthFeb 2020 to Feb 2023
- Cope CorralesJul 2019 to Dec 2019
- Henderson Financial - Northwestern MutualMar 2018 to Jun 2019
- Stay At Home MomFeb 2013 to Jan 2018
- UnemployedOct 2012 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Bogart Wealth, LLC
$3.2BAssets managed
1,442Clients
24Advisers
10 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
- 3124598
- Firm CRD
- 283886