Bryan Bogen
Bryan Bogen is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Hamden, CT, with 34 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2525 Whitney Ave, Hamden, CT, 06518
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Bryan is the President of Spectrum Financial Strategies Inc., where he is involved in tax preparation and the sale of insurance products, dedicating full-time hours to this role. Bryan also owns TAJ Enterprises, LLC, a real estate holding company, taking about a quarter of his time, and works as a notary public, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Spectrum Financial Strategies INC
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Fieldpoint Private Securities, LLC
Fieldpoint Private Securities, LLCBroker
Coburn & Meredith, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations13 states
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