Dragan Bogatic
Investment adviser representative at Ernst & Young Investment Advisers LLP
9 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Seminars and workshops
Experience
9 years in the industry.
- Ernst & Young Investment Advisers LLPOct 2021 to now
- Tapfin/eyOct 2021 to now
- UnemployedSep 2021 to Oct 2021
- Solid Business SolutionsJun 2021 to Sep 2021
- UnemployedMay 2021 to Jun 2021
- Unique HrJul 2012 to Apr 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (TX).
Ernst & Young Investment Advisers LLP
$0Assets managed
20Clients
110Advisers
31 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
- 4407847
- Firm CRD
- 110921