Margaret Dahlgren Pape
Investment adviser representative at Blvd Private Wealth, LLC
16 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$220.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Blvd Private Wealth, LLCNov 2021 to now
- JP Morgan Securities, LLCNov 2018 to now
- JP Morgan Chase Bank, N.A.Nov 2018 to Nov 2021
- JP Morgan Chase BankJul 2010 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 3 states (FL, KY, TX).
Blvd Private Wealth, LLC
$220.4MAssets managed
137Clients
3Advisers
4 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
- 6412240
- Firm CRD
- 310682