Bogart Wealth, LLC (Bogart Wealth™) is an SEC registered investment adviser located in the Commonwealth of Virginia. Registration does not imply a certain level of skill or training. Bogart Wealth may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Bogart Wealth’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Bogart Wealth’s website on the Internet should not be construed by any consumer and/or prospective client as Bogart Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice. Furthermore, the information resulting from the use of tools or other information on this website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Bogart Wealth.
Any references to Bogart Wealth clients or clients’ experiences should not be considered representative of all Bogart Wealth clients and their experiences. Your experience may vary according to your individual circumstances. As such, there can be no assurance that Bogart Wealth will be able to achieve similar results for all clients in comparable situations or that any particular strategy or investment will prove profitable.
Past performance is no guarantee of future results. Furthermore, this website contains certain forward-looking statements that indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially from the expectations portrayed in such forward-looking statements. Readers are cautioned not to place undue reliance on forward-looking statements, which speak only as of their dates. There is no guarantee that the views and opinions expressed in this website will come to pass.
Any subsequent, direct communication by Bogart Wealth with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Bogart Wealth, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov. A copy of Bogart Wealth’s current written disclosure statement discussing Bogart Wealth’s business operations, services, and fees is available from Bogart Wealth upon written request.
Bogart Wealth does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Bogart Wealth’s web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. All expressions of opinion are reflect the judgment of the authors as of the date of publication and are subject to change without prior notice.
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211
Purshe Kaplan Sterling Investments and Bogart Wealth are not affiliated companies NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
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