Marguerite Ambrosetti Cook
Investment adviser representative at Rothschild Capital Partners
7 yearsExperience
7 statesRegistered in
CFP® certificationDesignation
$469.7MFirm 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 assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
7 years in the industry.
- Rothschild Capital PartnersAug 2023 to now
- 1 North Wealth ServicesFeb 2023 to Jul 2023
- Location VenturesMay 2022 to Feb 2023
- 1 North Wealth ServicesApr 2016 to May 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 7 states (DC, FL, IL, MD, NJ, NY, VA).
Rothschild Capital Partners
Legal name: Rothschild Capital Partners, LLC
$469.7MAssets managed
70Clients
5Advisers
14 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
- 6719213
- Firm CRD
- 161688