Margaret Koosa is a registered investment advisor at The Alchemists, LLC, based in Stamford, VT, with 13 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Firm Size
IM Fee
Location
Stamford, VT
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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 ActivitiesSells Insurance
Margaret is an insurance producer with Brookwood Insurance Group, LLC, selling fixed insurance products since 2022, dedicating about 10-20% of her time. She also serves on the board of directors for Inspiring Minds, a volunteer position, spending minimal time on this activity.
Employment History
Current Registrations
The Alchemists, LLC
Previous Registrations
Brookwood Investment Group
Belpointe Asset Management LLC
Waddell & Reed
Waddell & ReedBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations4 states
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