Brian Paul Windsor
Investment adviser representative at Bogart Wealth, LLC
16 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
16 years in the industry.
- Bogart Wealth, LLCMay 2022 to now
- Fidelity InvestmentsOct 2010 to Apr 2022
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2007
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
- 5251231
- Firm CRD
- 283886