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Margaret Blair Duquesnay

Investment Adviser Representative at RITHOLTZ WEALTH MANAGEMENT

New Orleans, LACRD #4823176Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
19 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Louisiana
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/18/2004
Series 7
General Securities Representative Examination
Passed 10/11/2004
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 9/30/2008
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 8/1/2008

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Asset tierAnnual rate
Up to $1,999,9991.25%
$2,000,000 to $2,999,9991.00%
$3,000,000 to $4,999,9990.85%
$5,000,000 to $9,999,9990.75%
$10,000,000 to $19,999,9990.65%
$20,000,000 to $49,999,9990.45%
Over $49,999,9990.35%
Source

Ritholtz Wealth Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

RITHOLTZ WEALTH MANAGEMENTCurrent
6/6/2018New Orleans, LA
THIRTYNORTH INVESTMENTS, LLC
7/29/20136/4/2018New Orleans, LA
IGNITE INVESTMENTS AND PLANNING
2/8/20137/26/2013New Orleans, LA
FERRO FINANCIAL, LLC
11/30/20111/10/2013Metairie, LA
UBS FINANCIAL SERVICES INC.
9/18/20075/13/2009New York, NY
UBS FINANCIAL SERVICES INC.
11/19/20048/29/2007New York, NY

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Margaret Blair Duquesnay has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Margaret Blair Duquesnay - Financial Advisor in New Orleans, LA | AdvisorFinder