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Leah Marie Dwyer

Bogart Wealth, LLC

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About Leah Marie Dwyer

Leah Marie Dwyer is a financial advisor who works for Bogart Wealth, LLC. Leah has over 10 years of experience in the financial services industry. Leah is registered with the state of Texas. Leah specializes in providing financial planning, portfolio management for individuals and educational seminars. Leah has a Certified Financial Planner designation and holds Series 6, 7 and 66 licenses.

Firm Information

Leah Dwyer 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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Leah Dwyer’s Registration & Firm History

VA

01/22/2024 - Present

Bogart Wealth, LLC (MCLEAN VA)

TX

12/03/2019 - 10/06/2021

FSC SECURITIES CORPORATION (AUSTIN TX)

TX

02/20/2018 - 11/04/2019

MICROVENTURE MARKETPLACE INC. (AUSTIN TX)

TX

03/10/2015 - 12/04/2017

CHARLES SCHWAB & CO., INC. (AUSTIN TX)

OH

01/11/2013 - 01/05/2015

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (AKRON OH)

OH

03/02/2011 - 05/27/2011

FIRST INVESTORS CORPORATION (INDEPENDENCE OH)

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Licenses & Designations

BOTH

Issued 03/11/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/07/2016

Series 7 - General Securities Representative Examination

BC

Issued 03/01/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Leah Marie Dwyer.
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