Margo Steahly
Professional Summary
Margo Steahly, who also goes by Margo Aimee Colebourn-boryk, Margo Aimee' Colebourn-boryk, Margo Aimee Colebournboryk, Margo Aimee Steahly, is a registered financial advisor currently at WEALTHFORGE DISTRIBUTORS, LLC located in Richmond, Virginia. Margo is registered as a RR (Registered Representative) and started their career in finance in 1998. Margo has worked at 11 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Margo Aimee Colebourn-Boryk, Margo Aimee' Colebourn-Boryk, Margo Aimee Colebournboryk, Margo Aimee Steahly
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Videos & Posts
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Contact Information
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AMERIPRISE FINANCIAL SERVICES, LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
23 years in the financial services industry
Current & Past Employments
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Current Firm
WEALTHFORGE DISTRIBUTORS, LLC
Contact Information
Main Address
3431 W. Leigh Street Suite B, Richmond, VA 23230Mailing Address
3431 W. Leigh Street Suite B, Richmond, VA 23230Phone Number
(804) 956-3365Established
Virginia since 10/03/2022Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (50 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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AMERIPRISE FINANCIAL SERVICES, LLC
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Margo Steahly's CRS (Customer Relationship Summary).
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