Shareholder and Chief Operating Officer · Nadler Financial Group, Inc.
Margaret S. Di Giulio
CRD 7059555 · Named on Form ADV at one SEC-registered adviser
At a glance
Nadler Financial Group, Inc., an SEC-registered wealth manager based in Deerfield, IL with $2.2 billion in regulatory assets, lists Margaret S. Di Giulio on its Form ADV as Shareholder and Chief Operating Officer.
Firms and roles
- Nadler Financial Group, Inc.Shareholder and Chief Operating OfficerWealth manager · Deerfield, IL · $2.2B in regulatory assets
AtlasMembers
Margaret’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Michael A. NadlerOwner / President / Chief Compliance Officer, Nadler Financial Group, Inc.
- Katie M. KraseDirector of Compliance and Shareholder, Nadler Financial Group, Inc.
- Rebecca S. RaffManaging Director and Shareholder, Nadler Financial Group, Inc.
- David K. RosenbergCo-Chief Investment Officer and Shareholder, Nadler Financial Group, Inc.
- Philip B. SloanShareholder and Senior Wealth Manager, Nadler Financial Group, Inc.
1 more person named with Margaret on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Margaret’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.