Judah
Margulies
The Strategic Financial Alliance, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Judah Margulies is a financial advisor who works in Peachtree Corners, Georgia with a total of 2 years of relevant experience. Margulies is currently employed by The Strategic Financial Alliance, Inc. During their career, the advisor has held roles at American University: Kogod School Of Business, Axa Advisors, LLC, Equitable Advisors, LLC, The Strategic Financial Alliance, Inc and Strategic Blueprint, LLC. Margulies has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Georgia. The Strategic Financial Alliance, Inc is a financial advisory business that has its headquarters in Atlanta, GA. The investment advisory business has offices in 38 locations and a total of 72 people on staff. It manages $384 million in assets under management between its 2,163 customer accounts, placing it among the bigger investment advisory firms in the nation by assets under management. The firm provides financial advice to one charities and foundations. Of its 2,163 customer accounts, just 3% belong to high-net-worth clients who have at least $1 million in investable assets. The Strategic Financial Alliance, Inc offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors typically vary depending on the type of services provided. However, fees charged by The Strategic Financial Alliance, Inc can be comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
The Strategic Financial Alliance, Inc Brokerage Details
$384,370,810
72
2,163
$177,703
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Judah Margulies Work History
Judah has been registered as a financial advisor for 2 years.*
The Strategic Financial Alliance, Inc
Strategic Blueprint, LLC
Axa Advisors, LLC
Equitable Advisors, LLC
American University: Kogod School Of Business
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Judah Margulies to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at The Strategic Financial Alliance
Pittsburgh, PA
Myrtle Beach, SC
Fairfax, VA
Larkspur, CA
Myrtle Beach, SC
Atlanta, GA
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
