Daniel Evans

BOGART WEALTH

The Woodlands, TX 77380

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CRD#: 6315898

Professional summary

Daniel Evans, CFP®, who also goes by Daniel M. Evans, Daniel Mark Evans, is a registered financial advisor currently at BOGART WEALTH, LLC located in The Woodlands, Texas.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Daniel has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel M. Evans | Daniel Mark Evans

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 Daniel Evans'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

Start date: 2018

Experience

Current

October 21, 2022 - Present

BOGART WEALTH, LLC

Office #1: 1725 Hughes Landing Blvd. Suite 1225, The Woodlands, TX 77380

RIA

CRD#: 283886

The Woodlands, TX

Past

December 4, 2015 - October 18, 2022

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

THE WOODLANDS, TX

Past

December 4, 2015 - October 18, 2022

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

THE WOODLANDS, TX

Past

July 28, 2014 - December 8, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

THE WOODLANDS, TX

Past

June 3, 2014 - December 8, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

THE WOODLANDS, 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
(10/21/2022)

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: 7/25/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/2/2014

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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Daniel Evans

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Evans's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

BOGART WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/25/2014

SIE

Date: 10/1/2018

Series 7

Date: 6/2/2014

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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