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Margaret Owen Ranger

Wakely Investment Management

Wakefield, MA

Boston, MA

CRD 719401

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Employer firm

Wakely Investment Management CRD 167206

$86.7M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Wakely Investment Management

One Boston Place Suite 2600, Boston, MA 02108 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2013-03-20
  • MA RA
    APPROVED
    Since 2013-03-20

Branch Locations

Wakefield, MA • United States

One Boston Place Suite 2600, Boston, MA 02108 • 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
J Wakely Advisors, Llc Boston MA 04/2013 Present
  • 04/2013 → Present
    J Wakely Advisors, Llc
    Boston, MA
Previous Registrations
  • 2009-10-27 → 2013-04-09
    Pw Global Advisors
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-02-07
S63 Uniform Securities Agent State Law Examination 1980-12-18
  • S65 Uniform Investment Adviser Law Examination
    1992-02-07
  • S63 Uniform Securities Agent State Law Examination
    1980-12-18
Other Names
  • Margot Ranger
  • Peggy Ranger
  • Margo Owen Ranger
  • Margo Ranger
  • Margaret Owen

View on SEC IAPD

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