Jochen R. Vogler

BELLECAPITAL INTERNATIONAL

Zurich, 8001

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CRD#: 4906305

Professional summary

Jochen Rene Vogler, who also goes by Jochen R Vogler, is a registered financial advisor currently at BELLECAPITAL INTERNATIONAL .

Jochen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jochen has worked at 2 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jochen R Vogler

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 Jochen Rene Vogler'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

September 6, 2024 - Present

BELLECAPITAL INTERNATIONAL

Office #1: Limmatquai 1, Zurich 8001

RIA

CRD#: 158348

Zurich,

Past

May 19, 2005 - October 21, 2009

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

NEW YORK, NY

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".

BELLECAPITAL INTERNATIONAL

BELLECAPITAL INTERNATIONAL | BELLECAPITAL INTERNATIONAL AG

CRD#: 158348 / SEC#: 801-72584

RIA

Registered Investment Advisory firm - (7/11/2011 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
(9/6/2024)

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

Series 63

Date: 3/2/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/18/2005

General Securities Representative Examination

Current Firm

BELLECAPITAL INTERNATIONAL

BELLECAPITAL INTERNATIONAL | BELLECAPITAL INTERNATIONAL AG

CRD#: 158348 / SEC#: 801-72584

RIA

Registered Investment Advisory firm - (7/11/2011 Approved)

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Contact information

Main Address

Limmatquai 1, Zurich 8001

Mailing Address

Phone number

41 44 268 11 70

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART II (10/13/2025)

Regulatory assets under management

Total Number of Accounts	335
AUM (Assets Under Management)	$ 1,755,715,712

Red Flags

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

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Jochen R. Vogler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jochen Rene Vogler's CRS (Customer Relationship Summary).

Certified licenses

Experience

BELLECAPITAL INTERNATIONAL

DEUTSCHE BANK SECURITIES INC.

Primary Firm SEC Registration

BELLECAPITAL INTERNATIONAL

State Registrations and Notice Filings

Exams

Series 63

Date: 3/2/2006

Series 7

Date: 5/18/2005

Current Firm

BELLECAPITAL INTERNATIONAL

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BELLECAPITAL INTERNATIONAL

TRUST BUT VERIFY

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