Peter Knoer

BOGART WEALTH

Houston, TX 77024

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CRD#: 6183063

Professional summary

Peter Knoer, CFP®, who also goes by Pete Knoer, is a registered financial advisor currently at BOGART WEALTH, LLC located in Houston, Texas.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Peter has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Pete Knoer

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.

NAME OF ENTITY: ACCU KNOWLEDGE INC, ADDRESS: 16350 PARK TEN PL HOUSTON TEXAS 77084, BUSINESS DESCRIPTION: COMPUTERS - SYSTEM DESIGNERS & CONSULTANTS, START DATE: 05/01/13, END DATE: 12/31/16, CAPACITY: EMPLOYEE, DUTIES: PROVIDE IT CONSULTING FOR A CLIENT OF ACCU KNOWLEDGE, TIME DEVOTED TO THIS ACTIVITY PER WEEK: 2 HOURS, TIME DEVOTED TO THIS ACTIVITY PER WEEK DURING SECURITY HOURS: 0 HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Knoer'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

June 20, 2016 - Present

BOGART WEALTH, LLC

Office #1: 820 Gessner Road Suite 1110, Houston, TX 77024

RIA

CRD#: 283886

Houston, TX

Past

November 13, 2014 - July 15, 2016

MORGAN STANLEY

RIA

CRD#: 149777

HOUSTON, TX

Past

November 13, 2014 - July 15, 2016

MORGAN STANLEY

CRD#: 149777

HOUSTON, TX

Past

May 7, 2013 - November 21, 2014

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

HOUSTON, TX

Past

April 26, 2013 - November 21, 2014

RBC CAPITAL MARKETS, LLC

CRD#: 31194

HOUSTON, TX

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

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
(6/20/2016)

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

IAR

Series 66

Date: 5/6/2013

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 7/15/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/25/2013

General Securities Representative Examination

Current Firm

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

SEC notice filing (26 States and Territories)

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 Accounts	6,117
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.

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Advisor Monitoring

Firm Stability Insights

Peter Knoer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Knoer's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

Primary Firm SEC Registration

BOGART WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/6/2013

SIE

Date: 7/15/2016

Series 7

Date: 4/25/2013

Current Firm

BOGART WEALTH, LLC

Contact information

SEC notice filing (26 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOGART WEALTH, LLC

TRUST BUT VERIFY

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