Thomas Joseph Margaritondo
Investment adviser representative at Meadowbrook Advisors
12 yearsExperience
2 statesRegistered in
$321MFirm assets
1 yearFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Meadowbrook AdvisorsAug 2025 to now
- Meadowbrook Advisors Group, LLCAug 2025 to now
- Purshe Kaplan Sterling Investments, Inc.Aug 2025 to now
- RBC Capital Markets, LLCFeb 2024 to Aug 2025
- UBS Financial Services Inc.May 2020 to Feb 2024
- UBS Financial Services Inc.Mar 2019 to May 2019
- RBC Capital Markets, LLCJun 2017 to Sep 2018
- Rutgers University, New BrunswickAug 2016 to May 2020
- Congregation Beth IsraelJan 2014 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Meadowbrook Advisors
Legal name: Meadowbrook Advisors Group, LLC
$321MAssets managed
142Clients
3Advisers
1 yearIn 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
- 6821452
- Firm CRD
- 337223