Margaret
Duquesnay
Ritholtz Wealth Management
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About this Advisor
Margaret Duquesnay is a financial advisor based in New Orleans, Louisiana, working with Ritholtz Wealth Management. Margaret has previously held positions at Thirtynorth Investments, LLC and Ritholtz Wealth Management. Margaret has passed the Series 66 regulatory exam and is registered to provide services in Louisiana. Currently, Margaret is part of Ritholtz Wealth Management, which operates out of New Orleans, Louisiana. The firm has 13 offices and 60 employees. The firm manages assets totaling $4.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Ritholtz Wealth Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ritholtz Wealth Management Brokerage Details
$4,265,952,348
60
10,122
$421,454
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Margaret Duquesnay Work History
Ritholtz Wealth Management
Thirtynorth Investments, LLC
Disclosures
Please visit the SEC profile of Margaret Duquesnay 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 Ritholtz Wealth Management
New York, NY
Lansing, MI
Nashville, TN
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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