Best Investors Account Sign in
Inactive

Danielle Kaye Margulis

Hightower Advisors, LLC

Chicago, IL

Marlton, NJ

Claim This Profile
Current Employers
Hightower Advisors, Llc

200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2023-09-06
  • NJ RA
    APPROVED
    Since 2023-09-06

Branch Locations

200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States

525 Route 73 North Suite 312, Marlton, NJ 08053 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Meyer Capital Group Marlton NJ 04/2017 08/2023
Pennsylvania Capital Management Willow Grove PA 10/2015 03/2017
Hightower Advisors, Llc Marlton NJ 08/2023 Present
  • 04/2017 → 08/2023
    Meyer Capital Group
    Marlton, NJ
  • 10/2015 → 03/2017
    Pennsylvania Capital Management
    Willow Grove, PA
  • 08/2023 → Present
    Hightower Advisors, Llc
    Marlton, NJ
Previous Registrations
  • 2017-04-24 → 2023-09-28
    Meyer Capital Group
    Marlton, NJ
  • 2013-05-09 → 2017-10-18
    Pennsylvania Capital Management Inc.
    Huntingdon Valley, PA
    Jenkintown, PA
  • 2009-02-19 → 2013-03-11
    Pinnacle Financial Advisors, Llc
    Marlton, NJ
Designations
Other Names
  • Danielle Kaye Rothberg
  • Danielle Kaye Rothberg

View on SEC IAPD

Other Firms

BROWNSON, REHMUS & FOXWORTH, INC.
PFINGSTEN PARTNERS, L.L.C.
GUGGENHEIM FUNDS DISTRIBUTORS, LLC
GUGGENHEIM INVESTMENTS
PEKIN HARDY STRAUSS, INC.
SPIDERROCK ADVISORS, LLC
PROSPECT PARTNERS ADVISORS LLC
DOYENNE WEALTH ADVISORS

Other Investors

James Michael Franch
HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor