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Margaret Duquesnay, portrait

Margaret Duquesnay

Managing Member at Ritholtz Wealth Management in New Orleans, LA

Investment adviser registrationUpdated

Margaret Duquesnay is Managing Member of Ritholtz Wealth Management, an investment adviser managing $9.42B, and works from its New Orleans, LA office. Margaret Duquesnay has been registered as an investment adviser representative through Ritholtz Wealth Management since 6 June 2018, has 19 years in the industry across 5 firms and has passed the Series 7, Series 66, Series 9 and Series 10.

19
Years in industry
8
Years at firm
5
Adviser firms
1
States registered

From the IAPD record, checked 21 October 2026SEC record

Career

Margaret Duquesnay has been Managing Member of Ritholtz Wealth Management since January 2022, is not listed as a control person, but directly owns under 5% of the firm. Margaret Duquesnay holds a BBA from the University of Georgia and a Masters from the College of Financial Planning.

Ritholtz Wealth Management is a New York, NY firm with $9.42B under management, 4,221 clients and 48 advisers across 15 offices, as of its August 2026 filing.

Blair duQuesnay is Lead Advisor – The Preserve of Ritholtz Wealth Management. duQuesnay began as a sales assistant at a brokerage firm and learned investing and financial planning from advisors in the RIA world before joining the firm. duQuesnay has 20+ years of industry experience.

Margaret Duquesnay’s longest registration is the current one, 8 years at Ritholtz Wealth Management since 2018. Before joining Ritholtz Wealth Management in 2018, Margaret Duquesnay was registered through Thirtynorth Investments, LLC and Ignite Investments and Planning.

  1. Ritholtz Wealth ManagementCurrent
    – present · 8 years
    New Orleans, LA · Adviser representative · Firm CRD 168652
  2. Thirtynorth Investments, LLC
    – · 4 years
    New Orleans, LA · Adviser representative · Firm CRD 155355
  3. Ignite Investments and Planning
    – · under a year
    New Orleans, LA · Adviser representative · Firm CRD 166437
  4. Ferro Financial, LLC
    – · 1 year
    Metairie, LA · Adviser representative · Firm CRD 139729
  5. UBS Financial Services Inc.
    – · 4 years
    New York, NY · Adviser representative · Firm CRD 8174

Credentials and registrations

Professional designations

Listed by Ritholtz Wealth Management

  • CFP®
  • CFA®

Investment adviser representative registrations

Margaret Duquesnay is registered as an investment adviser representative in Louisiana, since June 2018.

  • LouisianaSince 6 June 2018

Examinations

Series 1030 September 2008
Name
General Securities Sales Supervisor - General Module Examination
Series 91 August 2008
Name
General Securities Sales Supervisor - Options Module Examination
Series 6618 November 2004
Name
Uniform Combined State Law Examination
Series 711 October 2004
Name
General Securities Representative Examination

Key facts

Full name
Margaret Blair Duquesnay
CRD
4823176
Firm
Ritholtz Wealth Management · CRD 168652
Role
Managing Member
Office
900 Camp Street, 3rd Floor, New Orleans, LA 70130
Registration
Investment adviser registration
In the industry since
July 2007
Disciplinary history
Not yet shown here · SEC record
Firm bio
ritholtzwealth.com

Common questions

Where does Margaret Duquesnay work?

Margaret Duquesnay has been Managing Member of Ritholtz Wealth Management since January 2022.

Source: Form ADV, Schedule A, filed 10 August 2026

Is Margaret Duquesnay a financial advisor?

Yes. Margaret Duquesnay has a current investment-adviser registration in Louisiana, through Ritholtz Wealth Management since June 2018.

Source: IAPD individual record, checked 21 October 2026

How many years of experience does Margaret Duquesnay have?

Margaret Duquesnay has 19 years in the financial industry, since July 2007, across 5 adviser firms.

Source: IAPD individual record, checked 21 October 2026

What exams has Margaret Duquesnay passed?

Margaret Duquesnay has passed 4 licensing exams: the Series 7, Series 66, Series 9 and Series 10. The earliest, the Series 7, was passed in October 2004.

Source: IAPD individual record, checked 21 October 2026

Where did Margaret Duquesnay work before Ritholtz Wealth Management?

Before Ritholtz Wealth Management, Margaret Duquesnay was registered through Thirtynorth Investments, LLC, July 2013 to June 2018; Ignite Investments and Planning, February 2013 to July 2013; Ferro Financial, LLC, November 2011 to January 2013; UBS Financial Services Inc., November 2004 to May 2009.

Source: IAPD individual record, checked 21 October 2026

Where is Margaret Duquesnay based?

Margaret Duquesnay’s registered office is in New Orleans, LA.

Source: IAPD individual record, checked 21 October 2026

Is Margaret Duquesnay registered with FINRA?

No. Margaret Duquesnay has no current broker registration.

Source: IAPD individual record, checked 21 October 2026

Is Margaret Duquesnay a CFP?

Ritholtz Wealth Management lists Margaret Duquesnay with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.

Source: Blair duQuesnay, CFP® CFA® biography, ritholtzwealth.com

Is Margaret Duquesnay a CFA charterholder?

Ritholtz Wealth Management lists Margaret Duquesnay with the CFA credential (“CFA®”) on its website. CFA Institute confirms certification status.

Source: Blair duQuesnay, CFP® CFA® biography, ritholtzwealth.com

How can I verify Margaret Duquesnay’s record?

Search CRD 4823176 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Margaret Duquesnay’s full registration record.

Source: IAPD individual record, checked 21 October 2026

Leadership at Ritholtz Wealth Management

Sources

  1. IAPD individual record, CRD 4823176, checked 21 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Ritholtz Wealth Management, filed 10 August 2026. Title, control and ownership bands.
  3. Ritholtz Wealth Management team page. Biography, education, credentials, awards and the portrait, reproduced for identification.
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