Margaret Mary Twombly

Employer firm

Twombly Asset Management LLC CRD 151610

$54.7M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 10/2008 → Present
  Twombly Asset Management Llc
  Wilmette, IL

Previous Registrations

• 2008-09-05 → 2009-10-23
  Wells Fargo Advisors Financial Network, Llc
  Wilmette, IL
• 2003-07-01 → 2008-09-05
  Wells Fargo Clearing Services, Llc
  Chicago, IL
  Chicago, IL
• 1998-01-28 → 2003-07-01
  Prudential Equity Group, Llc
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-03-12
• S63 Uniform Securities Agent State Law Examination
  1983-08-31

Other Names

• Margaret Twombly
• Margaret Zajackowski
• Margaret Mary Zajackowski
• Margaret Zajackowski
• Margaret Z Twombly