Dragan Bogatic
Dragan Bogatic is a CFP-designated registered investment advisor at Ernst & Young Investment Advisers LLP, based in Cypress, TX, with 13 years of industry experience. Dragan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 30 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Cypress, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Dragan receives 1099 income from his former employer, Unique HR, a PEO, as compensation for clients he brought to the company. Unique HR is not involved in financial services.
Employment History
Current Registrations
Ernst & Young Investment Advisers LLP
Previous Registrations
The Broughton Investment Group, INC.
Brighton Presidio Capital Management
Uvest Financial Services And/or Compass Capital
American Express Financial Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.