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

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
CV

Charles D. Vogt

BOWEN
PLYMOUTH, MA 02360
CRD#: 8149107
Some features on this profile are disabled
CV
Charles Daniel VogtBOWEN

Professional summary

Charles Daniel Vogt is a registered financial professional currently at BOWEN, INC. located in Plymouth, Massachusetts.

Charles is registered as a RR (Registered Representative) and started their career in finance in 2026. Charles has worked at 1 firm and has passed the Series 79TO and SIE exams.

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) - BD

Click below to view Charles Daniel Vogt'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®
None

Experience

Current

May 5, 2026 - Present

BOWEN, INC.

Office #1: 34 Main Street Extension Suite 203, Plymouth, MA 02360
BD
CRD#: 142930
PLYMOUTH, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

General Industry/Product Exam
RR
Series 79TO
Date: 5/5/2026
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/10/2026
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

BI
BOWEN, INC.
BOWEN ADVISORS, INC. | BOWEN, INC.

CRD#: 142930 / SEC#: , 8-67510

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
Loading...

Contact information

Main Address
34 Main Street Extension Suite 203, Plymouth, MA 02360
Mailing Address
34 Main Street Extension Suite 203, Plymouth, MA 02360
Phone number
(617) 245-1666
Established
Delaware since 01/02/2004
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (6 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
BOWEN, PAUL IVAN IIIPRESIDENT/TREASURER/FINOP/CCO

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

BOWEN, INC.

CRD#: 142930Plymouth, MA 02360

TRUST BUT VERIFY

Monitor Charles Vogt

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

DL
Dominick LeuzziAdvisorCheck Check Mark
THE ASCENT GROUP, LLC
IAR
RR
Wayne, PA
Joffre Encalada-rodas
Joffre Encalada-rodasAdvisorCheck Check Mark
FINALIS SECURITIES LLC
RR
New York, NY
Gustavo Anthony Delgado Alicea
Gustavo Delgado AliceaAdvisorCheck Check Mark
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
IAR
RR
Brandon, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.