Stacey L. Margolis

AGINCOURT CAPITAL MANAGEMENT

RICHMOND, VA 23219

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CRD#: 4663778

Professional summary

Stacey Lynn Margolis, who also goes by Stacey Lynn Qureshi, is a registered financial advisor currently at AGINCOURT CAPITAL MANAGEMENT, LLC located in Richmond, Virginia.

Stacey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Stacey has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stacey Lynn Qureshi

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.

Richmond Food Cooperative - a cooperatively owned grocery store. Not Investment Related. Address is PO Box 7304, Richmond, VA 23221. Margolis on Board of Directors since Jan 2016. Spend around 20 hours per month, not during Agincourt work hours. Attends Board Meetings and committee meetings, provides general assistance to management.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacey Lynn Margolis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

September 29, 2003 - Present

AGINCOURT CAPITAL MANAGEMENT, LLC

Office #1: 200 S 10th Street Suite 800, Richmond, VA 23219

RIA

CRD#: 112096

RICHMOND, VA

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".

AGINCOURT CAPITAL MANAGEMENT, LLC

CRD#: 112096 / SEC#: 801-56592

RIA

Registered Investment Advisory firm - (7/1/1999 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(9/29/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/26/2003

Uniform Investment Adviser Law Examination

Current Firm

AGINCOURT CAPITAL MANAGEMENT, LLC

CRD#: 112096 / SEC#: 801-56592

RIA

Registered Investment Advisory firm - (7/1/1999 Approved)

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Contact information

Main Address

200 South 10th Street Suite 800, Richmond, VA 23219

Mailing Address

Phone number

(804) 648-1111

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AGINCOURT ADV PART 2A (8/15/2025)

Regulatory assets under management

Total Number of Accounts	393
AUM (Assets Under Management)	$ 9,694,480,653

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.

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Stacey L. Margolis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stacey Lynn Margolis's CRS (Customer Relationship Summary).

Certified licenses

Experience

AGINCOURT CAPITAL MANAGEMENT, LLC

Primary Firm SEC Registration

AGINCOURT CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/26/2003

Current Firm

AGINCOURT CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AGINCOURT CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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