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MR

Margaret A. Rushing

Some features on this profile are disabled
CRD#: 1578516
MR

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Margaret Anne Rushing, who also goes by Anne Rushing, Margaret Rushing, was a registered financial professional .

Margaret is a previously registered financial professional and started their career in finance in 1998. Margaret had worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Anne Rushing | Margaret Rushing

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. the name of the other business: A-MAR VENTURES LLC; whether the business is investment-related: No; the address of the other business: 6123 BANDERA AVE, DALLAS, TX; the nature of the other business: ; your position, title, or relationship with the other business: Owner; the start date of your relationship: ; the approximate number of hours/month you devote to the other business: less than 4; the number of hours you devote to the other business during securities trading hours: 0; and briefly describe your duties relating to the other business: Holds real estate. General management of the holdings. 2. the name of the other business: SweetBriar Communications, LLC; whether the business is investment-related: No; the address of the other business: 10709 VILLAGER ROAD, UNIT C DALLAS, TEXAS 75230; the nature of the other business: Inactive entity; your position, title, or relationship with the other business: Owner; the start date of your relationship: 2013; the approximate number of hours/month you devote to the other business: 0; the number of hours you devote to the other business during securities trading hours: 0; and briefly describe your duties relating to the other business: None at this time.

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

November 21, 2017 - August 30, 2022

ACKERMAN CAPITAL MANAGEMENT

RIA
CRD#: 123824
DALLAS, TX
Past

September 29, 2011 - July 12, 2013

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
LEWISVILLE, TX
Past

August 13, 2007 - May 3, 2011

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
WESTLAKE, TX
Past

May 9, 2006 - June 5, 2007

ADP BROKER-DEALER, INC.

BD
CRD#: 37693
ROSELAND, NJ
Past

June 13, 2005 - April 17, 2006

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI
Past

January 23, 1998 - March 15, 2000

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
ACKERMAN CAPITAL MANAGEMENT
ACKERMAN CAPITAL ADVISORS, LLC | ACKERMAN CAPITAL MANAGEMENT, LP | ACKERMAN CAPITAL MANAGEMENT

CRD#: 123824 / SEC#: 801-61595

RIA
Registered Investment Advisory firm - (11/13/2002 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 11/21/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/8/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 6/10/2005
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AC
ACKERMAN CAPITAL MANAGEMENT
ACKERMAN CAPITAL ADVISORS, LLC | ACKERMAN CAPITAL MANAGEMENT, LP | ACKERMAN CAPITAL MANAGEMENT

CRD#: 123824 / SEC#: 801-61595

RIA
Registered Investment Advisory firm - (11/13/2002 Approved)
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Contact information

Main Address
5956 Sherry Lane Suite 1600, Dallas, TX 75225
Mailing Address
Phone number
(214) 361-5383
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ACM PART 2A BROCHURE 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts535
AUM (Assets Under Management)$ 477,172,304

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ACKERMAN CAPITAL MANAGEMENT

CRD#: 123824

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