Chaz Harrison Billak
Investment adviser representative at Bogart Wealth, LLC
12 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
12 years in the industry.
- Bogart Wealth, LLCJun 2022 to now
- Avenue WealthDec 2019 to Jan 2020
- CarahsoftMay 2019 to Aug 2019
- Virginia TechAug 2018 to May 2022
- Carydid CampJun 2018 to Aug 2018
- High School StudentJun 2014 to Jul 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (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
- 7944508
- Firm CRD
- 283886