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Amanda M Muse

Bogart Wealth, LLC

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About Amanda M Muse

Amanda Muse is a financial advisor with Bogart Wealth, LLC. Amanda has been in the financial services industry for over 10 years. Amanda has a Series 7, Series 66 and SIE licenses. She also holds the Certified Financial Planner designation. She works with high-net-worth individuals, as well as individuals who are not high-net-worth. Amanda is based in THE WOODLANDS, TX.

Firm Information

Amanda Muse is currently registered with Bogart Wealth, LLC. Bogart Wealth, LLC is an investment advisor based in McLean, VA. The firm manages over $2.7 billion in assets for individuals, high-net-worth individuals, and charitable organizations. They offer financial planning and portfolio management services.
Bogart Wealth, LLC

2010 CORPORATE RIDGE

MCLEAN, VA 22102

$2.68B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amanda Muse’s Registration & Firm History

TX

10/23/2024 - Present

Bogart Wealth, LLC (THE WOODLANDS TX)

TX

07/30/2015 - 07/19/2017

FSC SECURITIES CORPORATION (HOUSTON TX)

TX

04/03/2014 - 06/25/2015

VALMARK SECURITIES, INC. (HOUSTON TX)

TX

04/26/2012 - 08/03/2012

MML INVESTORS SERVICES, LLC (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 06/30/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/19/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amanda M Muse.
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