Robert Aaron Margolies

Current Employers

Employment History

• 08/2013 → 05/2017
  Quinnipiac University
  Hamden, CT
• 06/2017 → 01/2021
  Stelliam Investment Management
  New York, NY
• 01/2021 → 01/2024
  Stelliam Capital Management
  Westfield, NJ
• 01/2024 → Present
  Raymond James Financial Services, Inc.
  Fort Lauderdale, FL
• 01/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Fort Lauderdale, FL

Other Businesses

(1)Name of Business: Address: 6550 N Federal Hwy Ste 505, Fort Lauderdale, FL, 33308-1404, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 09/30/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Selling Mass Mutual Life Insurance Products through a Mass Mutual Company Called Fifth Avenue Financial (2)Name of Business: CRM Realty Address: 1464 Arabian Drive, Loxahatchee, FL, 33470, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 04/17/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My Cousin and I own a rental property that the LLC holds. (3)Name of Business: Leeward Financial Group Address: 6550 N Federal Highway Suite 505\n, Fort Lauderdale, FL, 33308, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/05/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am the investment specialist for Leeward Financial Group. I review potential and existing investments. I also act as a FA for the firm (4)Name of Business: Margolies Address: 1464 Arabian Drive, Loxahatchee, FL, 33470, United States Activity Type: Control Person Position/Title: Other (Acting) Investment Related: Yes Start Date: 01/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the treasurer for my familys foundation accounts. I do not have any trading authority or asset-moving ability (5)Name of Business: RM NG TRUST F/B/O JESSICA ENRIQUEZ Address: 1464 Arabian Drive, Loxahatchee, FL, 33470, United States Activity Type: Control Person Position/Title: Trust advisor (Acting) Investment Related: Yes Start Date: 01/01/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am on my sisters trust as Investment Advisor and Special Holdings Direction Advisor. I speak with the trustee and direct the investments and distributions of her trust

Exams

• S66 Uniform Combined State Law Examination
  2023-12-08