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Troy Bates Vogt

Investment adviser representative at Market Street Wealth Management
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$837MFirm 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 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

Experience

16 years in the industry.

  1. Market Street Wealth Management, LLCJan 2011 to now
  2. USA Financial Securities, IncOct 2010 to now
  3. Market Street Tax and Insurance ServicesSep 2010 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2010

State registrations

Registered as an investment adviser representative in 1 state (PA).

Market Street Wealth Management

Legal name: Market Street Wealth Management, LLC

$837MAssets managed
1,052Clients
12Advisers
11 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
4690637
Firm CRD
155157
Advisor's SEC record (opens in a new tab)
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