Julienne E. Egofske

RANGE ADVISORY

New York, NY 10017

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CRD#: 7300348

Professional summary

Julienne Eve Egofske is a registered financial advisor currently at RANGE ADVISORY, LLC located in New York, New York.

Julienne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Julienne has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

CorePower Yoga - not invesmtent-related; address-3001 Brighton Blvd., Suite 269, Denver, CO 80216; nature of business-Yoga Studio; position/title-Yoga Instructor; approximately 24 hours/month; 0 hours devoted to CorePower Yoga during securities trading hours; and teach yoga.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julienne Eve Egofske'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

February 9, 2025 - Present

RANGE ADVISORY, LLC

Office #1: 369 Lexington Ave 9th Floor, New York, NY 10017

RIA

CRD#: 321969

New York, NY

Past

December 14, 2022 - December 31, 2024

CORIENT

RIA

CRD#: 319448

New York, NY

Past

February 4, 2022 - March 31, 2023

BALASA DINVERNO FOLTZ LLC

RIA

CRD#: 113630

ITASCA, IL

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".

RANGE ADVISORY, LLC

PYLON INC | RANGE FINANCE, INC. | RANGE ADVISORY, LLC

CRD#: 321969 / SEC#: 801-125927

RIA

Registered Investment Advisory firm - (6/23/2022 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

New York
(2/9/2025)

IAR

Pennsylvania
(2/9/2025)

IAR

Texas
(2/9/2025)

IAR

Virginia
(2/9/2025)

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: 2/4/2022

Uniform Investment Adviser Law Examination

Current Firm

RANGE ADVISORY, LLC

PYLON INC | RANGE FINANCE, INC. | RANGE ADVISORY, LLC

CRD#: 321969 / SEC#: 801-125927

RIA

Registered Investment Advisory firm - (6/23/2022 Approved)

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Contact information

Main Address

8270 Greensboro Drive Suite 910, Mclean, VA 22102

Mailing Address

440 Monticello Ave Ste 1802 Pmb 32321, Norfolk, VA 23510-2670

Phone number

(703) 261-4126

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (44 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RANGE ADVISORY ADV BROCHURE AUGUST 2025 (8/5/2025)

Regulatory assets under management

Total Number of Accounts	1,236
AUM (Assets Under Management)	$ 268,976,800

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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Julienne E. Egofske

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julienne Eve Egofske's CRS (Customer Relationship Summary).

Certified licenses

Experience

RANGE ADVISORY, LLC

CORIENT

BALASA DINVERNO FOLTZ LLC

Primary Firm SEC Registration

RANGE ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/4/2022

Current Firm

RANGE ADVISORY, LLC

Contact information

SEC notice filing (44 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RANGE ADVISORY, LLC

TRUST BUT VERIFY

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