Nicholas Bogdan
Nicholas Bogdan is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in New Port Richey, FL, with 2 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5709 Tidalwave Drive, New Port Richey, FL, 34652
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicholas works as a financial advisor at Coastal Bay Wealth Management, dedicating about half of his time to this role. He also works as a dock manager at Port Tarpon Marina, spending about 10-20% of his time there.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations14 states
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