Julia Vandergast
Investment adviser representative at Traynor Capital Management
13 yearsExperience
1 stateRegistered in
$2.4BFirm assets
12 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Traynor Capital ManagementJan 2022 to now
- The Vanguard Group, Inc.Jul 2021 to Dec 2021
- Procurement FoundryFeb 2021 to Jul 2021
- Champs DowntownJan 2021 to Apr 2021
- UnemployedJul 2020 to Sep 2020
- Long-horn SteakhouseJun 2018 to Aug 2018
- Pennsylvania State UniversityJun 2017 to May 2021
- West Chester High SchoolAug 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (PA).
Traynor Capital Management
Legal name: Traynor Capital Management, Inc.
$2.4BAssets managed
1,590Clients
7Advisers
12 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
- 7415352
- Firm CRD
- 138881