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AE

Allen C. Eickelberg

BOGART WEALTH
MCLEAN, VA 22102
Some features on this profile are disabled
CRD#: 5973819
AE

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.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Allen Charles Eickelberg'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®
CFP®

Certified Financial Planner

Experience

Current

November 19, 2025 - Present

BOGART WEALTH, LLC

Office #1: 2010 Corporate Ridge Suite 900, Mclean, VA 22102
RIA
CRD#: 283886
MCLEAN, VA
Past

August 21, 2023 - November 18, 2025

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Washington, DC
Past

April 2, 2012 - June 19, 2023

SPIRE WEALTH MANAGEMENT, LLC

RIA
CRD#: 113908
MCLEAN, VA
Past

December 24, 2011 - June 19, 2023

SPIRE SECURITIES, LLC

BD
CRD#: 144131
McLean, VA

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 - (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.

Highlighted states indicate IAR registrations

IAR
Texas
(11/19/2025)
IAR
Virginia
(11/19/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 12/30/2017
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 3/22/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 4/15/2019
Futures Managed Funds Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 52
Date: 11/15/2014
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 12/23/2011
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/24/2016
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 12/11/2014
Municipal Securities Principal Examination

Current Firm

BOGART WEALTH, LLC
BOGART WEALTH, LLC
ANNABELLE ADVISORS, LLC | BOGART WEALTH, LLC

CRD#: 283886 / SEC#: 801-107912

RIA
Registered Investment Advisory firm - (6/2/2016 Approved)
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Contact information

Main Address
2010 Corporate Ridge Suite 900, Mclean, VA 22102
Mailing Address
Phone number
(703) 570-8651
Established
Firm type
Fiscal year end
# of Employees
41

SEC notice filing (26 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BOGART WEALTH 2A BROCHURE (8/29/2025)

Regulatory assets under management

Total Number of Accounts6,117
AUM (Assets Under Management)$ 2,679,926,911

Red Flags

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.

Company Information

BOGART WEALTH, LLC

BOGART WEALTH, LLC

CRD#: 283886Mclean, VA 22102

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