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Julina Lee Ogilvie

PRINCIPLE WEALTH PARTNERS LLC·MADISON, Connecticut
SIE, Series 7, Series 65, Series 66Clean record23 years registeredPRINCIPLE WEALTH PARTNERS LLC
670 BOSTON POST ROAD, MADISON, CT 06443CRD# 2928883Firm CRD# 290180

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julina Lee Ogilvie · MADISON, CT
Registration
CRD #2928883 · PRINCIPLE WEALTH PARTNERS LLC · 23 years registered
Brand Profile
Not yet started
01

Career History

PRINCIPLE WEALTH
Apr 2020 – present
LORD, ABBETT & CO. LLC
Apr 2005 – Jul 2011
JERSEY CITY, NJ
LORD, ABBETT & CO. LLC
Oct 2002 – Nov 2004
JERSEY CITY, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 65
Series 66
Registration record
First registered · October 8, 2002
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PRINCIPLE WEALTH PARTNERS LLC
CRD 290180 · SEC 801-111911
AUM
$2.2B
Regulatory assets under management
Employees
25
3,356 client accounts
Services offered by PRINCIPLE WEALTH PARTNERS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PRINCIPLE WEALTH PARTNERS LLC →
Introduction

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05

Frequently Asked Questions

What services does Julina Lee Ogilvie offer?
Julina Lee Ogilvie specializes in Financial Planning, Investment Management. Contact their office in MADISON, Connecticut for a consultation.
What are Julina Lee Ogilvie's credentials?
Julina Lee Ogilvie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Julina Lee Ogilvie located?
Julina Lee Ogilvie is based in MADISON, Connecticut, working with PRINCIPLE WEALTH PARTNERS LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Julina Lee Ogilvie charge for services?
Julina Lee Ogilvie's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRINCIPLE WEALTH PARTNERS LLC?
PRINCIPLE WEALTH PARTNERS LLC has approximately 25 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PRINCIPLE WEALTH PARTNERS LLC

Robert Santino Paolucci
MADISON, CT
CFP
Michael Joseph Castiello
MADISON, CT
Patricia Lynn Brady
MADISON, CT

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