Morgan B. Veth
Professional summary
Morgan Baker Veth, CFP®, who also goes by Morgan E Baker, Morgan E Veth, Morgan Elizabeth Veth, is a registered financial advisor currently at BOGART WEALTH, LLC located in Falls Church, Virginia.
Morgan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Morgan has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 9 and Series 10 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Morgan Baker Veth's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2012
Experience
July 12, 2022 - Present
BOGART WEALTH, LLC
Office #2: 2010 Corporate Ridge Suite 900, Mclean, VA 22102July 13, 2018 - June 13, 2022
FIDELITY PERSONAL AND WORKPLACE ADVISORS
June 21, 2010 - July 13, 2018
STRATEGIC ADVISERS LLC
January 1, 2008 - June 1, 2022
FIDELITY BROKERAGE SERVICES LLC
April 11, 2007 - 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
(7/12/2022)
(7/12/2022)
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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