Margaret B. Duquesnay

RITHOLTZ WEALTH MANAGEMENT

New Orleans, LA 70130

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CRD#: 4823176

Professional summary

Margaret Blair Duquesnay, CFP®, who also goes by Blair Hodgson Duquesnay, Blair Duquesnay, Margaret Blair Hodgson, Blair Hodgson, Margaret Blair Hodgson Duquesnay, is a registered financial advisor currently at RITHOLTZ WEALTH MANAGEMENT located in New Orleans, Louisiana.

Margaret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Margaret has worked at 5 firms and has passed the Series 66, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Blair Hodgson Duquesnay | Blair Duquesnay | Margaret Blair Hodgson | Blair Hodgson | Margaret Blair Hodgson Duquesnay

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. Citizens for 1 Greater New Orleans, Board Member (Treasurer), 4 hours/month, not paid 2. St. Charles Center for Faith + Action; Board Member (Treasurer); July 2023; Volunteer Board Member; 1 hour/month,; no market hours 3. Belle Curve, LLC; Writer and blogger; New Orleans, LA; Member, Manager ;August 2020; Revenue from The Belle Curve blog and speaking engagements; 5 hours/month - no market hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Margaret Blair Duquesnay'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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

June 6, 2018 - Present

RITHOLTZ WEALTH MANAGEMENT

Office #1: 900 Camp Street 3rd Floor, New Orleans, LA, 70130

RIA

CRD#: 168652

New Orleans, LA

Past

July 29, 2013 - June 4, 2018

THIRTYNORTH INVESTMENTS, LLC

RIA

CRD#: 155355

NEW ORLEANS, LA

Past

February 8, 2013 - July 26, 2013

IGNITE INVESTMENTS AND PLANNING

RIA

CRD#: 166437

NEW ORLEANS, LA

Past

November 30, 2011 - January 10, 2013

FERRO FINANCIAL, LLC

RIA

CRD#: 139729

METAIRIE, LA

Past

September 18, 2007 - May 13, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

NEW YORK, NY

Past

September 5, 2007 - May 13, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

NEW YORK, NY

Past

November 19, 2004 - August 29, 2007

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

NEW YORK, NY

Past

October 12, 2004 - August 29, 2007

UBS FINANCIAL SERVICES INC.

CRD#: 8174

NEW YORK, NY

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".

RITHOLTZ WEALTH MANAGEMENT

COMPREHENSIVE PORTFOLIO MANAGEMENT, LLC | RITHOLTZ WEALTH MANAGEMENT | RITHOLTZ & CO. | LIFTOFF | GOOD ADVICE

CRD#: 168652 / SEC#: 801-78479

RIA

Registered Investment Advisory firm - (9/16/2013 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

Louisiana
(6/6/2018)

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 66

Date: 11/18/2004

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/11/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 9/30/2008

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 8/1/2008

General Securities Sales Supervisor - Options Module Examination

Current Firm

RITHOLTZ WEALTH MANAGEMENT

COMPREHENSIVE PORTFOLIO MANAGEMENT, LLC | RITHOLTZ WEALTH MANAGEMENT | RITHOLTZ & CO. | LIFTOFF | GOOD ADVICE

CRD#: 168652 / SEC#: 801-78479

RIA

Registered Investment Advisory firm - (9/16/2013 Approved)

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Contact information

Main Address

24 West 40th Street 15th Floor, New York, NY 10018

Mailing Address

Phone number

(212) 625-1200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (48 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (7/2/2025)

Regulatory assets under management

Total Number of Accounts	11,801
AUM (Assets Under Management)	$ 6,459,181,176

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
05/28/2025	Cover Page	Report
04/10/2024	Cover Page	Report

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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Margaret B. Duquesnay

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Margaret Blair Duquesnay's CRS (Customer Relationship Summary).

Certified licenses

Experience

THIRTYNORTH INVESTMENTS, LLC

IGNITE INVESTMENTS AND PLANNING

FERRO FINANCIAL, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

RITHOLTZ WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 11/18/2004

Series 7

Date: 10/11/2004

Series 10

Date: 9/30/2008

Series 9

Date: 8/1/2008

Current Firm

RITHOLTZ WEALTH MANAGEMENT

Contact information

SEC notice filing (48 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

RITHOLTZ WEALTH MANAGEMENT

TRUST BUT VERIFY

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