AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
AE

Allen Charles Eickelberg

CFP®
BOGART WEALTH
MCLEAN, VA
·CRD# 5973819·15 years registered

Professional Summary

Allen Charles Eickelberg, CFP® is a registered financial advisor currently at BOGART WEALTH, LLC located in Mclean, Virginia. Allen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Allen has worked at 4 firms and has passed the Series 63, Series 66, Series 31, SIE, Series 52, Series 7, Series 24 and Series 53 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

Similar Advisors

Eric Duranta Bailey
AdvisorCheck Check Mark
Eric Duranta Bailey

OSAIC WEALTH, INC.

SILVER SPRING, MD · CRD#
View profile
Michael Scott Aves
AdvisorCheck Check Mark
Michael Scott Aves

LPL FINANCIAL LLC

GAITHERSBURG, MD · CRD#
Catherine Eleanor Mulcahy
AdvisorCheck Check Mark
Catherine Eleanor Mulcahy

HIGHTOWER ADVISORS, LLC

Arlington, VA · CRD#
Mahmood Baifonti Kanu
AdvisorCheck Check Mark
Mahmood Baifonti Kanu

WELLS FARGO CLEARING SERVICES, LLC

WASHINGTON, DC · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Eric Duranta Bailey
AdvisorCheck Check Mark
Eric Duranta Bailey

OSAIC WEALTH, INC.

SILVER SPRING, MD · CRD#
Michael Scott Aves
AdvisorCheck Check Mark
Michael Scott Aves

LPL FINANCIAL LLC

GAITHERSBURG, MD · CRD#
Catherine Eleanor Mulcahy
AdvisorCheck Check Mark
Catherine Eleanor Mulcahy

HIGHTOWER ADVISORS, LLC

Arlington, VA · CRD#
Mahmood Baifonti Kanu
AdvisorCheck Check Mark
Mahmood Baifonti Kanu

WELLS FARGO CLEARING SERVICES, LLC

WASHINGTON, DC · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Eric Duranta Bailey
AdvisorCheck Check Mark
Eric Duranta Bailey

OSAIC WEALTH, INC.

SILVER SPRING, MD · CRD#
Michael Scott Aves
AdvisorCheck Check Mark
Michael Scott Aves

LPL FINANCIAL LLC

GAITHERSBURG, MD · CRD#
Catherine Eleanor Mulcahy
AdvisorCheck Check Mark
Catherine Eleanor Mulcahy

HIGHTOWER ADVISORS, LLC

Arlington, VA · CRD#
Mahmood Baifonti Kanu
AdvisorCheck Check Mark
Mahmood Baifonti Kanu

WELLS FARGO CLEARING SERVICES, LLC

WASHINGTON, DC · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Eric Duranta Bailey
AdvisorCheck Check Mark
Eric Duranta Bailey

OSAIC WEALTH, INC.

SILVER SPRING, MD · CRD#
Michael Scott Aves
AdvisorCheck Check Mark
Michael Scott Aves

LPL FINANCIAL LLC

GAITHERSBURG, MD · CRD#
Catherine Eleanor Mulcahy
AdvisorCheck Check Mark
Catherine Eleanor Mulcahy

HIGHTOWER ADVISORS, LLC

Arlington, VA · CRD#
Mahmood Baifonti Kanu
AdvisorCheck Check Mark
Mahmood Baifonti Kanu

WELLS FARGO CLEARING SERVICES, LLC

WASHINGTON, DC · CRD#

Credentials

CFP®
Certified Financial Planner

Years of Experience

15 years registered in the securities industry

Current & Past Employments

Current

BOGART WEALTH, LLCCurrent·CRD# 283886
RIA
2010 Corporate Ridge Suite 900, Mclean, VA 22102
November 19, 2025 - Present

Past

FORESIDE FUND SERVICES, LLCPast·CRD# 46106
BD
Washington, DC
August 21, 2023 - November 18, 2025
SPIRE WEALTH MANAGEMENT, LLCPast·CRD# 113908
RIA
Mclean, VA
April 2, 2012 - June 19, 2023
SPIRE SECURITIES, LLCPast·CRD# 144131
BD
Mclean, VA
December 24, 2011 - June 19, 2023

Similar Advisors

Eric Duranta Bailey
AdvisorCheck Check Mark
Eric Duranta Bailey

OSAIC WEALTH, INC.

SILVER SPRING, MD · CRD#
Michael Scott Aves
AdvisorCheck Check Mark
Michael Scott Aves

LPL FINANCIAL LLC

GAITHERSBURG, MD · CRD#
Catherine Eleanor Mulcahy
AdvisorCheck Check Mark
Catherine Eleanor Mulcahy

HIGHTOWER ADVISORS, LLC

Arlington, VA · CRD#
Mahmood Baifonti Kanu
AdvisorCheck Check Mark
Mahmood Baifonti Kanu

WELLS FARGO CLEARING SERVICES, LLC

WASHINGTON, DC · CRD#

Current Firm

BOGART WEALTH, LLC
BOGART WEALTH, LLC

ANNABELLE ADVISORS, LLC | BOGART WEALTH, LLC

CRD#: 283886 / SEC#: 801-107912
RIA
Registered Investment Advisory firm - SEC (6/2/2016 Approved)

Contact Information

Main Address

2010 Corporate Ridge Suite 900, Mclean, VA 22102

Phone Number

(703) 570-8651

# of Employees

50

SEC notice filing (29 States and Territories)

Registered to provide investment advisory services in 29 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BOGART WEALTH ADV PART 2A BROCHURE 10.23.26 (10/23/2026)

Regulatory Assets Under Management

Total Number of Accounts

6,635

AUM (Assets Under Management)

$3,190,530,230

Similar Advisors

Eric Duranta Bailey
AdvisorCheck Check Mark
Eric Duranta Bailey

OSAIC WEALTH, INC.

SILVER SPRING, MD · CRD#
Michael Scott Aves
AdvisorCheck Check Mark
Michael Scott Aves

LPL FINANCIAL LLC

GAITHERSBURG, MD · CRD#
Catherine Eleanor Mulcahy
AdvisorCheck Check Mark
Catherine Eleanor Mulcahy

HIGHTOWER ADVISORS, LLC

Arlington, VA · CRD#
Mahmood Baifonti Kanu
AdvisorCheck Check Mark
Mahmood Baifonti Kanu

WELLS FARGO CLEARING SERVICES, LLC

WASHINGTON, DC · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Landlord; Not Investment Related; Rental Property; Arlington, VA; 2/28/2024; Sole Proprietor/Landlord; Rental of home; 2Hrs/Mo.

Similar Advisors

Eric Duranta Bailey
AdvisorCheck Check Mark
Eric Duranta Bailey

OSAIC WEALTH, INC.

SILVER SPRING, MD · CRD#
Michael Scott Aves
AdvisorCheck Check Mark
Michael Scott Aves

LPL FINANCIAL LLC

GAITHERSBURG, MD · CRD#
Catherine Eleanor Mulcahy
AdvisorCheck Check Mark
Catherine Eleanor Mulcahy

HIGHTOWER ADVISORS, LLC

Arlington, VA · CRD#
Mahmood Baifonti Kanu
AdvisorCheck Check Mark
Mahmood Baifonti Kanu

WELLS FARGO CLEARING SERVICES, LLC

WASHINGTON, DC · CRD#

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
BOGART WEALTH, LLC

ANNABELLE ADVISORS, LLC | BOGART WEALTH, LLC

CRD#: 283886 / SEC#: 801-107912
RIA
Registered Investment Advisory firm - SEC (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.
IAR
Texas
(11/19/2025)
IAR
Virginia
(11/19/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2017About the Series 63 exam

Series 66 — Uniform Combined State Law Examination

Passed Mar 2012About the Series 66 exam

Series 31 — Futures Managed Funds Examination

Passed Apr 2019About the Series 31 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 52 — Municipal Securities Representative Examination

Passed Nov 2014About the Series 52 exam

Series 7 — General Securities Representative Examination

Passed Dec 2011About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Feb 2016About the Series 24 exam

Series 53 — Municipal Securities Principal Examination

Passed Dec 2014About the Series 53 exam

Similar Advisors

Eric Duranta Bailey
AdvisorCheck Check Mark
Eric Duranta Bailey

OSAIC WEALTH, INC.

SILVER SPRING, MD · CRD#
Michael Scott Aves
AdvisorCheck Check Mark
Michael Scott Aves

LPL FINANCIAL LLC

GAITHERSBURG, MD · CRD#
Catherine Eleanor Mulcahy
AdvisorCheck Check Mark
Catherine Eleanor Mulcahy

HIGHTOWER ADVISORS, LLC

Arlington, VA · CRD#
Mahmood Baifonti Kanu
AdvisorCheck Check Mark
Mahmood Baifonti Kanu

WELLS FARGO CLEARING SERVICES, LLC

WASHINGTON, DC · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Allen Charles Eickelberg's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Eric Duranta Bailey
AdvisorCheck Check Mark
Eric Duranta Bailey

OSAIC WEALTH, INC.

SILVER SPRING, MD · CRD#
Michael Scott Aves
AdvisorCheck Check Mark
Michael Scott Aves

LPL FINANCIAL LLC

GAITHERSBURG, MD · CRD#
Catherine Eleanor Mulcahy
AdvisorCheck Check Mark
Catherine Eleanor Mulcahy

HIGHTOWER ADVISORS, LLC

Arlington, VA · CRD#
Mahmood Baifonti Kanu
AdvisorCheck Check Mark
Mahmood Baifonti Kanu

WELLS FARGO CLEARING SERVICES, LLC

WASHINGTON, DC · CRD#