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Carrie Helene Malatesta

Bogart Wealth, LLC

Mclean, VA

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Current Employers
Bogart Wealth, Llc

2010 Corporate Ridge Suite 900, Mclean, VA 22102 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
VA RA APPROVED 2026-01-08
  • TX RA
    APPROVED
    Since 2026-01-08
  • VA RA
    APPROVED
    Since 2026-01-08

Branch Locations

2010 Corporate Ridge Suite 900, Mclean, VA 22102 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Evermay Wealth Management, Llc Arlington VA 05/2023 12/2025
State Street Corporation Boston MA 07/2021 05/2023
The Hun School Of Princeton Princeton NJ 09/2013 06/2017
The College Of The Holy Cross Worcester MA 09/2017 07/2021
Bogart Wealth, Llc Mclean VA 01/2026 Present
  • 05/2023 → 12/2025
    Evermay Wealth Management, Llc
    Arlington, VA
  • 07/2021 → 05/2023
    State Street Corporation
    Boston, MA
  • 09/2013 → 06/2017
    The Hun School Of Princeton
    Princeton, NJ
  • 09/2017 → 07/2021
    The College Of The Holy Cross
    Worcester, MA
  • 01/2026 → Present
    Bogart Wealth, Llc
    Mclean, VA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-08
  • S65 Uniform Investment Adviser Law Examination
    2024-01-08
Designations

View on SEC IAPD

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