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Ralph Sandy Margel

RALPH S. MARGEL & ASSOCIATES, LLC·PARAMUS, New Jersey
RALPH S. MARGEL & ASSOCIATES, LLC
28 FARVIEW TERRACE, PARAMUS, NJ 07652CRD# 1604109Firm CRD# 107430

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ralph Sandy Margel · PARAMUS, NJ
Registration
CRD #1604109 · RALPH S. MARGEL & ASSOCIATES, LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Ralph Sandy Margel is a registered financial advisor based in PARAMUS, New Jersey, affiliated with RALPH S. MARGEL & ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
RALPH S. MARGEL & ASSOCIATES, LLC
MARGEL WEALTH MANAGEMENT
AUM
$105M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at RALPH S. MARGEL & ASSOCIATES, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1604109
Firm CRD# 107430
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ralph Sandy Margel offer?
Ralph Sandy Margel specializes in Financial Planning, Investment Management. Contact their office in PARAMUS, New Jersey for a consultation.
What are Ralph Sandy Margel's credentials?
Ralph Sandy Margel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ralph Sandy Margel located?
Ralph Sandy Margel is based in PARAMUS, New Jersey, working with RALPH S. MARGEL & ASSOCIATES, LLC. Their office serves clients in the PARAMUS metropolitan area and surrounding communities.
How does Ralph Sandy Margel charge for services?
Ralph Sandy Margel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RALPH S. MARGEL & ASSOCIATES, LLC?
RALPH S. MARGEL & ASSOCIATES, LLC has approximately 2 employees and manages $105M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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