Geraldo Flores Olivo
Investment adviser representative at Bogart Wealth, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Bogart Wealth, LLCMar 2025 to now
- The Colony Group, LLCJul 2024 to Mar 2025
- Buckingham Strategic Wealth, LLCJun 2023 to Jul 2024
- Fca CorpMar 2021 to Jun 2023
- Raymond James & Associates, Inc.Feb 2019 to Mar 2021
- Fsc Securities CorpJul 2017 to Jan 2018
- Willis Johnson & AssociatesMay 2017 to Feb 2019
- Tranquilo Way Productions, LLCNov 2016 to Feb 2019
- Toby Richey & AssociatesJan 2015 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 5528392
- Firm CRD
- 283886