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Daniel Reuven Margolis

ELLINGTON RESIDENTIAL MORTGAGE MANAGEMENT LLC·OLD GREENWICH, Connecticut
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53 FOREST AVENUE, OLD GREENWICH, CT 06870CRD# 5800952Firm CRD# 168311
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About

Daniel Reuven Margolis is a registered financial advisor based in OLD GREENWICH, Connecticut, affiliated with ELLINGTON RESIDENTIAL MORTGAGE MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ELLINGTON RESIDENTIAL MORTGAGE MANAGEMENT LLC
AUM
$946M
Regulatory assets under management
Employees
162
Total firm employees
View all advisors at ELLINGTON RESIDENTIAL MORTGAGE MANAGEMENT LLC →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5800952
Firm CRD# 168311
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Reuven Margolis offer?
Daniel Reuven Margolis specializes in Retirement Planning. Contact their office in OLD GREENWICH, Connecticut for a consultation.
What are Daniel Reuven Margolis's credentials?
Daniel Reuven Margolis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Reuven Margolis located?
Daniel Reuven Margolis is based in OLD GREENWICH, Connecticut, working with ELLINGTON RESIDENTIAL MORTGAGE MANAGEMENT LLC. Their office serves clients in the OLD GREENWICH metropolitan area and surrounding communities.
How does Daniel Reuven Margolis charge for services?
Daniel Reuven Margolis's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELLINGTON RESIDENTIAL MORTGAGE MANAGEMENT LLC?
ELLINGTON RESIDENTIAL MORTGAGE MANAGEMENT LLC has approximately 162 employees and manages $946M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in OLD GREENWICH
Shivinder Mohan Singh — BEARING CIRCLE CAPITAL ADVISORS, LLCEric Herbert Anderson — ARMADA CAPITAL MANAGEMENT, LLCLaurence Eric Penn — ELLINGTON RESIDENTIAL MORTGAGE MANAGEMENT LLCOlivier Cojot-Goldberg — ELLINGTON MANAGEMENT GROUP, L.L.C.Malvinder Mohan Singh — BEARING CIRCLE CAPITAL ADVISORS, LLC
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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