Margaret
Laquidara

Aegis Capital Corp

CRD#3002290
Investment Advisor
in Rochelle Park, NJ

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About this Advisor

Margaret Laquidara is a financial advisor operating out of Rochelle Park, New Jersey. Laquidara is on the advisory team at Aegis Capital Corp. Laquidara has gained experience at Ameriprise Financial Services, Inc, Provident Bank, Cetera Investment Advisers LLC, Aegis Capital Corp, Cetera Investment Services LLC, Td Wealth Management Services Inc, Lakeland Bank, Raymond James Financial Services, Inc and Investment Professionals, Inc. Laquidara holds Series 63 and Series 66 licenses, certifying them as a securities representative, and can work in New Jersey. Aegis Capital Corp is an advisory firm based out of New York, NY. The firm has offices in 19 locations and a total of 297 employees. It has $1 billion in assets under management among its 2,166 customer accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 2,166 client accounts, 16% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Aegis Capital Corp provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees charged by financial advisors depend on the financial services provided. Fees charged by Aegis Capital Corp most likely include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

365 W. Passaic St. Suite 275
Rochelle Park, NJ 07662

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Aegis Capital Corp Brokerage Details

Total Assets Under Management

$1,033,140,094

NJ Average: $7,464,549,021
Total Number of Employees

297

NJ Average: 88
Total Number of Accounts

2,166

NJ Average: 3,892
Average Account Size

$476,981

NJ Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Margaret Laquidara Work History

Margaret has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Aegis Capital Corp

2020 - 2022 (2 years)

Provident Bank

2020 - 2022 (2 years)

Cetera Investment Advisers LLC

2020 - 2022 (2 years)

Cetera Investment Services LLC

2018 - 2020 (2 years)

Ameriprise Financial Services, Inc

2017 - 2018 (1 year)

Investment Professionals, Inc

2016 - 2017 (1 year)

Raymond James Financial Services, Inc

2010 - 2017 (7 years)

Lakeland Bank

1992 - 2016 (24 years)

Td Wealth Management Services Inc

*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 Margaret Laquidara 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 Aegis Capital Corp

Geoffrey Johnston
Melville, NY
Matthew Gaer
New York, NY
Jeffrey Thure
Melville, NY
John Pritchard
New York, NY
George Russell
New York, NY
Glen Davis
Portland, OR
Arturo Rodriguez
Miami, FL

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.

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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.

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