Nicole Anne Bogert
Investment adviser representative at Purefi Wealth, LLC
10 yearsExperience
1 stateRegistered in
$326.4MFirm assets
2 yearsFirm in business
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Purefi Wealth, LLCNov 2023 to now
- Rapture Salon, LLCSep 2022 to Oct 2023
- Svb Wealth, LLCJul 2021 to Nov 2023
- Boston Private Wealth, LLCJun 2018 to Jul 2021
- University of New HampshireAug 2017 to May 2018
- Sawyer's Dairy BarJun 2017 to Aug 2017
- Bank of New HampshireMay 2017 to Aug 2017
- University of New HampshireAug 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (MA).
Purefi Wealth, LLC
$326.4MAssets managed
98Clients
7Advisers
2 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
- 8109038
- Firm CRD
- 328459