Margaret Dubil
Margaret Dubil is a registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Baltimore, MD, with 25 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
1201 Wills Street, Suite 600, Baltimore, MD, 21231
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Margaret manages a rental unit, is a managing partner in a webshop selling vintage clothing, serves as a FINRA arbitrator and regional committee member, and is a committee member for the National Society of Compliance Professionals. These activities take up minimal time overall.
Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Previous Registrations
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
UBS Financial Services INC.
UBS Financial Services INC.Broker
Raymond James & Associates, INC.Broker
Capital Analysts, Incorporated
Capital Analysts, IncorporatedBroker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations2 states
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