Margaret Koosa, financial advisor Scituate RI
93 score

Margaret Koosa

CRD Number: 6013286
Current Firm: Belpointe Asset Management LLC

Margaret Koosa (CRD# 6013286) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Scituate, RI and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Belpointe Asset Management, LLC Greenwich, CT Sep 2017 - Current < 1
Uber San Francisco, CA Mar 2015 - Current 3
Boys & Girls Club Of Woonsocket Woonsocket, RI Sep 2016 - Sep 2017 1
Waddell & Reed, Inc. West Warwick, RI Jan 2016 - Sep 2017 1
Various Insurance Carriers For W&r Insurance Agencies North Scituate, RI Jan 2016 - Sep 2017 1
Pearson Vue Bala Cynwyd, PA Jan 2017 - Jan 2017 < 1
Prudential Financial Warwick, RI Jan 2012 - Jan 2016 4
Unemployed Providence, RI Nov 2011 - Jan 2012 < 1
American Income Life Warwick, RI Aug 2011 - Nov 2011 < 1
Unemployed Providence, RI Jun 2011 - Aug 2011 < 1
Woonsocket Education Department Woonsocket, RI Aug 2010 - Jun 2011 < 1
Connecting For Children & Families Woonsocket, RI Jun 2009 - Aug 2010 1
Blackstone Academy Charter School Pawtucket, RI Aug 2006 - Jun 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Margaret M. Koosa
Phone Number: 203-629-3300
Firm Website: http://www.belpointe.com
Registered State(s):
  • RI
By the Numbers
  • Total Assets Under Management
    623
    MILLIONS
  • Total Number of Accounts
    2,686
    ACCOUNTS
  • Average Account Value
    $231,787
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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