Margaret Blair Duquesnay

Employer firm

Ritholtz Wealth Management CRD 168652

$9.42B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• GOOD ADVICE; LIFTOFF - AUTOMATED ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → 06/2018
  Thirtynorth Investments, Llc
  New Orleans, LA
• 06/2018 → Present
  Ritholtz Wealth Management
  New York, NY

Previous Registrations

• 2013-07-29 → 2018-06-04
  Thirtynorth Investments, Llc
  New Orleans, LA
• 2013-02-08 → 2013-07-26
  Ignite Investments And Planning
  New Orleans, LA
• 2011-11-30 → 2013-01-10
  Ferro Financial, Llc
  Metairie, LA
• 2007-09-18 → 2009-05-13
  Ubs Financial Services Inc.
  New York, NY
• 2004-11-19 → 2007-08-29
  Ubs Financial Services Inc.
  New York, NY
  New York, NY

Other Businesses

1. Citizens for 1 Greater New Orleans, Board Member (Treasurer), 4 hours/month, not paid 2. St. Charles Center for Faith + Action; Board Member (Treasurer); July 2023; Volunteer Board Member; 1 hour/month,; no market hours 3. Belle Curve, LLC; Writer and blogger; New Orleans, LA; Member, Manager ;August 2020; Revenue from The Belle Curve blog and speaking engagements; 5 hours/month - no market hours

Exams

• S66 Uniform Combined State Law Examination
  2004-11-18

Designations

• Certified Financial Planner

Other Names

• Blair Hodgson Duquesnay
• Blair Duquesnay
• Blair Hodgson
• Margaret Blair Hodgson Duquesnay
• Margaret Blair Hodgson