Margaret Sundberg, financial advisor Millburn NJ

Margaret Sundberg

CRD Number: 7117873
Current Firm: Volaris Capital Management LLC

Margaret Sundberg (CRD# 7117873) is an Investment Advisor Representative working at Volaris Capital Management LLC in Millburn, NJ and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Volaris Capital Management LLC Millburn, NJ May 2019 - Current 5
Volaris Capital Management Millburn, NJ May 2019 - Current 5
N/a Millburn, NJ May 2018 - May 2019 1
University Of Connecticut Storrs, CT Jul 2016 - May 2018 1
Student Mansfield, CT Sep 2008 - Jun 2016 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2019
Contact Info for Margaret Sundberg
Phone Number: 973-379-0600
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    455
    MILLIONS
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $10,343,556
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, IL, LA, NE, NJ, NY, OH, PA, TX, VA, WA

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