Danielle Kaye Margulis
Gestionnaire de Portefeuille-Actions chez Financial Architects, Inc.
Relations actives
| Nom | Sexe | Age | Sociétés liées | Collaboration |
|---|---|---|---|---|
| Tom Meyer | M | - |
Financial Architects, Inc.
 Financial Architects, Inc. Investment ManagersFinance Financial Architects, Inc., dba Meyer Capital Group (MCG), is an independent, SEC-registered investment advisor headquartered in Marlton, New Jersey. Founded in 1988, the firm was acquired in 2023 by HighTower Advisors LLC, a subsidiary of Hightower Holding LLC. MCG provides discretionary and/or non-discretionary investment advisory services individuals, pension and profit-sharing plans, business entities, trusts and charitable organizations. | 35 ans |
| Tom Meyer | M | - |
Financial Architects, Inc.
Financial Architects, Inc. Investment ManagersFinance Financial Architects, Inc., dba Meyer Capital Group (MCG), is an independent, SEC-registered investment advisor headquartered in Marlton, New Jersey. Founded in 1988, the firm was acquired in 2023 by HighTower Advisors LLC, a subsidiary of Hightower Holding LLC. MCG provides discretionary and/or non-discretionary investment advisory services individuals, pension and profit-sharing plans, business entities, trusts and charitable organizations. | 9 ans |
| Chris Paleologus | M | - |
Financial Architects, Inc.
Financial Architects, Inc. Investment ManagersFinance Financial Architects, Inc., dba Meyer Capital Group (MCG), is an independent, SEC-registered investment advisor headquartered in Marlton, New Jersey. Founded in 1988, the firm was acquired in 2023 by HighTower Advisors LLC, a subsidiary of Hightower Holding LLC. MCG provides discretionary and/or non-discretionary investment advisory services individuals, pension and profit-sharing plans, business entities, trusts and charitable organizations. | 2 ans |
| Michael John Smithwick | M | - |
Financial Architects, Inc.
Financial Architects, Inc. Investment ManagersFinance Financial Architects, Inc., dba Meyer Capital Group (MCG), is an independent, SEC-registered investment advisor headquartered in Marlton, New Jersey. Founded in 1988, the firm was acquired in 2023 by HighTower Advisors LLC, a subsidiary of Hightower Holding LLC. MCG provides discretionary and/or non-discretionary investment advisory services individuals, pension and profit-sharing plans, business entities, trusts and charitable organizations. | 9 ans |
| Marianne Theresa Rullo | F | - |
Financial Architects, Inc.
Financial Architects, Inc. Investment ManagersFinance Financial Architects, Inc., dba Meyer Capital Group (MCG), is an independent, SEC-registered investment advisor headquartered in Marlton, New Jersey. Founded in 1988, the firm was acquired in 2023 by HighTower Advisors LLC, a subsidiary of Hightower Holding LLC. MCG provides discretionary and/or non-discretionary investment advisory services individuals, pension and profit-sharing plans, business entities, trusts and charitable organizations. | 20 ans |
| Ken Bradshaw | M | - |
Financial Architects, Inc.
Financial Architects, Inc. Investment ManagersFinance Financial Architects, Inc., dba Meyer Capital Group (MCG), is an independent, SEC-registered investment advisor headquartered in Marlton, New Jersey. Founded in 1988, the firm was acquired in 2023 by HighTower Advisors LLC, a subsidiary of Hightower Holding LLC. MCG provides discretionary and/or non-discretionary investment advisory services individuals, pension and profit-sharing plans, business entities, trusts and charitable organizations. | 5 ans |
| Marc Meyer | M | - |
Financial Architects, Inc.
Financial Architects, Inc. Investment ManagersFinance Financial Architects, Inc., dba Meyer Capital Group (MCG), is an independent, SEC-registered investment advisor headquartered in Marlton, New Jersey. Founded in 1988, the firm was acquired in 2023 by HighTower Advisors LLC, a subsidiary of Hightower Holding LLC. MCG provides discretionary and/or non-discretionary investment advisory services individuals, pension and profit-sharing plans, business entities, trusts and charitable organizations. | - |
Graphique Relationnel
Relation dans plusieurs entreprises
Anciennes relations
| Nom | Sexe | Age | Sociétés liées | Collaboration |
|---|---|---|---|---|
| Tim McGeeney | M | - |
Financial Architects, Inc.
Financial Architects, Inc. Investment ManagersFinance Financial Architects, Inc., dba Meyer Capital Group (MCG), is an independent, SEC-registered investment advisor headquartered in Marlton, New Jersey. Founded in 1988, the firm was acquired in 2023 by HighTower Advisors LLC, a subsidiary of Hightower Holding LLC. MCG provides discretionary and/or non-discretionary investment advisory services individuals, pension and profit-sharing plans, business entities, trusts and charitable organizations. | 21 ans |
| Patricia Hordis Sperduto | F | - |
Financial Architects, Inc.
Financial Architects, Inc. Investment ManagersFinance Financial Architects, Inc., dba Meyer Capital Group (MCG), is an independent, SEC-registered investment advisor headquartered in Marlton, New Jersey. Founded in 1988, the firm was acquired in 2023 by HighTower Advisors LLC, a subsidiary of Hightower Holding LLC. MCG provides discretionary and/or non-discretionary investment advisory services individuals, pension and profit-sharing plans, business entities, trusts and charitable organizations. | 19 ans |
| Greg Young | M | - |
Pinnacle Financial Advisors LLC
 Pinnacle Financial Advisors LLC Investment ManagersFinance Pinnacle Financial Advisors LLC provides financial planning and wealth management services to families, professionals, executives, and business owners. The firm also offers investment management and financial life planning services. The company was founded by Harry Scheyer and Jeff Metz in 1991 and is headquartered in Marlton, NJ. | 5 ans |
| Maureen Blom | F | 43 |
Pinnacle Financial Advisors LLC
Pinnacle Financial Advisors LLC Investment ManagersFinance Pinnacle Financial Advisors LLC provides financial planning and wealth management services to families, professionals, executives, and business owners. The firm also offers investment management and financial life planning services. The company was founded by Harry Scheyer and Jeff Metz in 1991 and is headquartered in Marlton, NJ. | - |
Statistiques
| Pays | Relations | % du total |
|---|---|---|
| Etats-Unis | 11 | 100,00% |
Age des relations
Actives
Passées
Homme
Femme
Administrateurs
Exécutifs
Provenance des relations
- Bourse
- Insiders
- Danielle Kaye Margulis
- Réseau Personnel
