Michael B. Camara
Professional summary
Michael Benito Camara, CFP®, who also goes by Michael B Camara, is a registered financial advisor currently at BOGART WEALTH, LLC located in Spring, Texas.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Michael has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Benito Camara's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 13, 2020 - Present
BOGART WEALTH, LLC
Office #2: 1725 Hughes Landing Blvd. Suite 1225, The Woodlands, TX 77380January 29, 2019 - December 9, 2020
UNITED CAPITAL FINANCIAL ADVISORS
January 3, 2019 - September 1, 2020
CETERA WEALTH SERVICES, LLC
May 18, 2015 - July 12, 2018
STRATEGIC ADVISERS LLC
May 7, 2015 - July 6, 2018
FIDELITY BROKERAGE SERVICES LLC
February 24, 2015 - April 14, 2015
TD AMERITRADE, INC.
August 5, 2010 - July 21, 2014
STRATEGIC ADVISERS LLC
January 1, 2008 - July 16, 2014
FIDELITY BROKERAGE SERVICES LLC
November 15, 2006 - January 1, 2008
FIDELITY DISTRIBUTORS COMPANY LLC
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
(11/13/2020)
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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