Nell R. Cordick
Professional summary
Nell Richeson Cordick, CFP®, who also goes by Nell R Cordick, Flora Gaynell Richeson, is a registered financial advisor currently at BOGART WEALTH, LLC located in Mclean, Virginia.
Nell is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Nell has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Nell Richeson Cordick's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 8, 2020 - Present
BOGART WEALTH, LLC
Office #1: 2010 Corporate Ridge Suite 900, Mclean, VA 22102January 2, 2018 - December 31, 2018
BB&T SECURITIES, LLC
January 2, 2018 - December 31, 2018
BB&T SECURITIES, LLC
March 7, 2006 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
March 7, 2006 - January 2, 2018
BB&T INVESTMENT SERVICES, INC.
February 2, 2005 - March 8, 2006
BB&T ASSET MANAGEMENT, INC.
June 8, 2004 - December 31, 2004
BB&T INVESTMENT SERVICES, INC.
Primary Firm SEC Registration
BOGART WEALTH, LLC
CRD#: 283886 / SEC#: 801-107912
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/14/2021)
(4/8/2020)
Exams
Current Firm
BOGART WEALTH, LLC
CRD#: 283886 / SEC#: 801-107912
Contact information
SEC notice filing (26 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 6,117 |
| AUM (Assets Under Management) | $ 2,679,926,911 |
Red Flags
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