Judah D Margulies
Investment adviser representative at Trajan Wealth, L.L.C.
13 yearsExperience
1 stateRegistered in
$2.6BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Trajan Wealth, L.L.C.Sep 2024 to now
- Strategic Blueprint, LLCJan 2021 to Sep 2024
- The Strategic Financial Alliance, Inc.Jan 2021 to Sep 2024
- Equitable Advisors, LLCNov 2013 to Nov 2020
- AXA Advisors, LLCNov 2013 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (GA).
Trajan Wealth, L.L.C.
$2.6BAssets managed
10,633Clients
52Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5530587
- Firm CRD
- 158847