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Sandra Lombrano Terronez

Bogart Wealth, LLC

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About Sandra Lombrano Terronez

Sandra Terronez is a financial advisor with over 20 years of experience in the financial industry. Sandra currently works at Bogart Wealth, LLC and is registered in Texas and Virginia. Sandra holds the Series 7, Series 63, and SIE licenses. Sandra has worked in the financial industry at numerous firms and holds the Certified Financial Planner designation. Sandra specializes in financial planning, portfolio management for individuals, and providing educational seminars.

Firm Information

Sandra Terronez 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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Sandra Terronez’s Registration & Firm History

VA

08/08/2024 - Present

Bogart Wealth, LLC (MCLEAN VA)

VA

06/12/2018 - 07/22/2019

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Virginia Bch VA)

TX

03/29/1999 - 10/13/2005

USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)

MN

12/14/1998 - 03/08/1999

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

12/14/1998 - 03/08/1999

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 08/23/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/12/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sandra Lombrano Terronez.
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