linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Stacey Lynn Margolis

Agincourt Capital Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Stacey? Claim Your Profile

About Stacey Lynn Margolis

Stacey Lynn Margolis is an investment advisor representative at Agincourt Capital Management, LLC. Stacey Lynn Margolis has been with the firm since September 1999. Stacey Lynn Margolis holds the Series 65 license and is registered with Virginia to provide investment advisory services. Stacey Lynn Margolis specializes in portfolio management for businesses, individuals, and investment companies.

Firm Information

Stacey Margolis is currently registered with Agincourt Capital Management, LLC. Agincourt Capital Management, LLC is an investment advisor registered with the SEC and based in Richmond, Virginia. They provide portfolio management services to a variety of clients, including insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. As of their latest reporting, the firm manages over $8.9 billion in assets.
Agincourt Capital Management, LLC

200 SOUTH 10TH STREET

RICHMOND, VA 23219

$8.99B

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Stacey Margolis’s Registration & Firm History

VA

09/29/2003 - Present

Agincourt Capital Management, LLC (RICHMOND VA)

Not sure if Stacey Lynn Margolis is right for you?

Licenses & Designations

IA

Issued 09/26/2003

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stacey Lynn Margolis.
Not sure if Stacey Lynn Margolis is right for you?