Matthew Margolis (CRD# 6656466) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Newtown, PA and has over 3 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James | Newtown, PA | Aug 2020 - Current | 3 |
| Raymond James | Newtown, PA | Sep 2018 - Aug 2020 | 1 |
| Temple University | Philadelphia, PA | Aug 2018 - May 2020 | 1 |
| Raymond James | Newtown, PA | May 2018 - Aug 2018 | < 1 |
| Ursinus College | Collegeville, PA | Aug 2015 - May 2018 | 2 |
| Raymond James | Newtown, PA | Jun 2017 - Aug 2017 | < 1 |
| Raymond James | Newtown, PA | May 2016 - Aug 2016 | < 1 |
| Council Rock North High School | Newtown, PA | Aug 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2021 |
- PA
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Total Assets Under Management350,042MILLIONS
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Total Number of Accounts992,551ACCOUNTS
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Average Account Value$352,669
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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