Nicolas Anthony Conforti
Investment adviser representative at Bogart Wealth, LLC
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.2BFirm assets
Are you Nicolas Anthony Conforti? Claim your profile
Contact this firm
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
13 years in the industry.
- Bogart Wealth, LLCJun 2021 to now
- Clarendon Wealth ManagementMay 2020 to Aug 2020
- Vector MarketingJun 2019 to Aug 2019
- Virginia TechJun 2017 to May 2021
- James Madison High SchoolSep 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 7761608
- Firm CRD
- 283886