Michael
Camara

Bogart Wealth, LLC

CRD#5232671
Investment Advisor
in Spring, TX

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About this Advisor

Michael Camara is a financial advisor based in Spring, Texas, working with Bogart Wealth, LLC. Michael has previously held positions at Fidelity, Fidelity Brokerage Services LLC, TD Ameritrade Institutional, United Capital Financial Advisers, LLC, Cetera Advisor Networks, and Bogart Wealth. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Michael is part of Bogart Wealth, LLC, which operates out of Spring, Texas. The firm has 3 offices and 36 employees. The firm manages assets totaling $2.6 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Bogart Wealth, LLC includes asset-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

1725 Hughes Landing Blvd. Suite 1225
Spring, TX 77380

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Bogart Wealth, LLC Brokerage Details

Total Assets Under Management

$2,619,324,099

TX Average: $1,835,309,194
Total Number of Employees

36

TX Average: 32
Total Number of Accounts

6,495

TX Average: 1,458
Average Account Size

$403,283

TX Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Michael Camara Work History

2020 - Present (4 years)

Bogart Wealth

2019 - 2020 (1 year)

Cetera Advisor Networks

2018 - 2020 (2 years)

United Capital Financial Advisers, LLC

2015 - 2015 (< 1 year)

Td Ameritrade Institutional

2015 - 2018 (3 years)

Fidelity Brokerage Services LLC

2008 - 2014 (6 years)

Fidelity Brokerage Services LLC

2006 - 2014 (8 years)

Fidelity

Disclosures

Please visit the SEC profile of Michael Camara to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bogart Wealth, LLC

Amanda Muse
Spring, TX
Daniel Evans
Spring, TX
Misty Garza
Sugar Land, TX
Nicolas Conforti
Mc Lean, VA
Peter Knoer
Houston, TX
Leah Dwyer
Mc Lean, VA
Jung Seh
Mclean, VA
Michael Duffy
Mc Lean, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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