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Sandra L. Terronez

BOGART WEALTH
MCLEAN, VA 22102
Some features on this profile are disabled
CRD#: 3124598
ST

Professional summary

Sandra Lombrano Terronez, CFP®, who also goes by Sandra Ann Kerr, Sandra Kerr, Sandra Ann Lombrano, Sandra Lombrano Terronez, Sandra L Terronez, is a registered financial advisor currently at BOGART WEALTH, LLC located in Mclean, Virginia.

Sandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Sandra has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Sandra Ann Kerr | Sandra Kerr | Sandra Ann Lombrano | Sandra Lombrano Terronez | Sandra L Terronez

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sandra Lombrano Terronez's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Experience

Current

August 8, 2024 - Present

BOGART WEALTH, LLC

Office #1: 2010 Corporate Ridge Suite 900, Mclean, VA 22102
RIA
CRD#: 283886
MCLEAN, VA
Past

March 6, 2023 - July 22, 2024

4J WEALTH MANAGEMENT, LLC

RIA
CRD#: 297268
ALEXANDRIA, VA
Past

October 26, 2022 - February 13, 2023

BOGART WEALTH, LLC

RIA
CRD#: 283886
MCLEAN, VA
Past

June 12, 2018 - July 22, 2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
Virginia Bch, VA
Past

March 31, 2006 - May 30, 2008

WEALTHQUEST FINANCIAL SERVICES, LLC

RIA
CRD#: 116749
NORFOLK, VA
Past

February 17, 2004 - October 13, 2005

USAA INVESTMENT SERVICES COMPANY

RIA
CRD#: 5475
SAN ANTONIO, TX
Past

March 29, 1999 - October 13, 2005

USAA INVESTMENT SERVICES COMPANY

BD
CRD#: 5475
SAN ANTONIO, TX
Past

December 14, 1998 - March 8, 1999

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

December 14, 1998 - March 8, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BOGART WEALTH, LLC
BOGART WEALTH, LLC
ANNABELLE ADVISORS, LLC | BOGART WEALTH, LLC

CRD#: 283886 / SEC#: 801-107912

RIA
Registered Investment Advisory firm - (6/2/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(8/8/2024)
IAR
Virginia
(8/8/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 8/23/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/12/2018
General Securities Representative Examination

Current Firm

BOGART WEALTH, LLC
BOGART WEALTH, LLC
ANNABELLE ADVISORS, LLC | BOGART WEALTH, LLC

CRD#: 283886 / SEC#: 801-107912

RIA
Registered Investment Advisory firm - (6/2/2016 Approved)
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Contact information

Main Address
2010 Corporate Ridge Suite 900, Mclean, VA 22102
Mailing Address
Phone number
(703) 570-8651
Established
Firm type
Fiscal year end
# of Employees
41

SEC notice filing (26 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BOGART WEALTH 2A BROCHURE (8/29/2025)

Regulatory assets under management

Total Number of Accounts6,117
AUM (Assets Under Management)$ 2,679,926,911

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BOGART WEALTH, LLC

BOGART WEALTH, LLC

CRD#: 283886Mclean, VA 22102

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