Torry L. Dell

BOGART WEALTH

MCLEAN, VA 22102

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CRD#: 4502975

Professional summary

Torry Lyons Dell, who also goes by Torry Lyons Dell, Torry Esther Lyons, is a registered financial advisor currently at BOGART WEALTH, LLC located in Mclean, Virginia.

Torry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Torry has worked at 2 firms and has passed the Series 65, Series 66, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Torry Lyons Dell | Torry Esther Lyons

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 Torry Lyons Dell'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®

None

Experience

Current

April 14, 2025 - Present

BOGART WEALTH, LLC

Office #1: 2010 Corporate Ridge Suite 900, Mclean, VA 22102

RIA

CRD#: 283886

MCLEAN, VA

Past

March 15, 2005 - November 20, 2006

PRINCIPAL SECURITIES, INC.

RIA

CRD#: 1137

BETHESDA, MD

Past

February 25, 2002 - January 14, 2008

PRINCIPAL SECURITIES, INC.

CRD#: 1137

BETHESDA, MD

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

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

Virginia
(4/14/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/3/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 3/14/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/25/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/17/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/21/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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

SEC notice filing (26 States and Territories)

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 Accounts	6,117
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.

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Advisor Monitoring

Firm Stability Insights

Torry L. Dell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Torry Lyons Dell's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

Primary Firm SEC Registration

BOGART WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/3/2025

Series 66

Date: 3/14/2005

Series 63

Date: 10/25/2004

Series 7

Date: 5/17/2004

Series 6

Date: 2/21/2002

Current Firm

BOGART WEALTH, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOGART WEALTH, LLC

TRUST BUT VERIFY

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