Peter
Knoer
Bogart Wealth, LLC
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About this Advisor
Peter Knoer is a certified financial planner based in Houston, Texas, who has 7 years of industry experience. Knoer works at Bogart Wealth, LLC. Their career trajectory has included roles at Rbc Capital Markets, LLC, Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, National Association and Bogart Wealth, LLC. Knoer holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Bogart Wealth, LLC is a financial advisory company operating out of Mc Lean, VA. It has offices in three locations and a total of 28 employees. It manages $2 billion in assets between its 6,056 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. Of its 6,056 accounts, 46% are associated with high-net-worth investors who have more than $1 million in assets. The firm has a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Financial advisory fee schedules usually are based on which services are offered. Fee types billed by Bogart Wealth, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bogart Wealth, LLC Brokerage Details
$2,282,219,691
28
6,056
$376,853
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Peter Knoer Work History
Peter has been registered as a financial advisor for 7 years.*
Bogart Wealth, LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney LLC
Rbc Capital Markets, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Peter Knoer 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
Mc Lean, VA
Sugar Land, TX
Houston, TX
Mclean, VA
Mc Lean, VA
Mc Lean, VA
Mc Lean, VA
Vienna, VA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
