Judah Margulies (CRD# 5530587) is an Investment Advisor Representative working at The Strategic Financial Alliance in Peachtree Corners, GA and has over 10 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
The Strategic Financial Alliance, Inc. | Atlanta, GA | Jan 2021 - Current | 3 |
Strategic Blueprint, LLC | Atlanta, GA | Jan 2021 - Current | 3 |
Equitable Advisors, LLC | New York, NY | Nov 2013 - Nov 2020 | 7 |
Axa Advisors, LLC | New York, NY | Nov 2013 - Jun 2020 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2014 |
- GA
-
Total Assets Under Management334MILLIONS
-
Total Number of Accounts1,360ACCOUNTS
-
Average Account Value$245,598
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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