Margaret M. Koosa
Professional summary
Margaret Mary Koosa, who also goes by Maggie Koosa, Margaret Koosa, is a registered financial advisor currently at THE ALCHEMISTS, LLC located in Stamford, Vermont.
Margaret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Margaret has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Margaret Mary Koosa's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 15, 2025 - Present
THE ALCHEMISTS, LLC
May 8, 2023 - January 20, 2026
BROOKWOOD INVESTMENT GROUP
September 7, 2017 - June 30, 2023
BELPOINTE ASSET MANAGEMENT LLC
January 4, 2016 - September 8, 2017
WADDELL & REED
January 4, 2016 - September 8, 2017
WADDELL & REED
February 20, 2014 - January 6, 2016
PRUCO SECURITIES, LLC.
March 23, 2012 - January 6, 2016
PRUCO SECURITIES, LLC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/6/2026)
(7/22/2025)
(7/22/2025)
(7/15/2025)
Exams
Current Firm
THE ALCHEMISTS, LLC
CRD#: 333737 / SEC#:
Contact information
Red Flags
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