SR
Sydney Rutledge
BOGART WEALTH
Conroe, TX
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CRD#: 7219390
SR
Professional summary
Sydney Rutledge, CFP® is a registered financial advisor currently at BOGART WEALTH, LLC located in Conroe, Texas.
Sydney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Sydney has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Sydney Rutledge's 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®
Experience
Current
April 28, 2022 - Present
BOGART WEALTH, LLC
Office #2: 1725 Hughes Landing Blvd Suite 845, The Woodlands, TX 77380RIA
CRD#: 283886
Conroe, 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(4/28/2022)
Exams
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)Upgrade to AdvisorCheck Premium
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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)
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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