Sydney
Rutledge
Bogart Wealth, LLC
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About this Advisor
Sydney Rutledge is a certified financial planner operating out of Mc Lean, Virginia with a total of 1 year of relevant experience. Rutledge is on the advisory team at Bogart Wealth, LLC. Throughout their career, Rutledge has worked at The Plaid Peacock, Charming Charlies, Texas A&M University, Silverstar Wealth Management, Bogart Wealth and Argyle High School. Rutledge is approved to operate in Texas. Bogart Wealth, LLC is a firm that has its headquarters in Mc Lean, VA. The firm has offices in three locations and a total of 28 financial advisors. It handles $2 billion in assets under management between its 6,056 accounts, making it one of the biggest firms in the nation by assets under management. Of its 6,056 accounts, 46% are held by high-net-worth investors who have at least $1 million in investable assets. The firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fees usually depend on which services the firm provides the client. However, fees charged 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
Sydney Rutledge Work History
Sydney has been registered as a financial advisor for 1 years.*
Bogart Wealth
Bogart Wealth
Silverstar Wealth Management
Charming Charlies
Texas A&M University
The Plaid Peacock
Argyle High School
*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 Sydney Rutledge 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.
