AUMdb
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Carrie Helene Malatesta

CRD 7811219 Certified Financial Planner

Firms

FirmRoleAs of
Bogart Wealth, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗