Meadowbrook Advisors

Thomas Margaritondo is a financial advisor at Meadowbrook Advisors with five years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and RBC Capital Markets. He is also a licensed insurance agent, dedicating approximately 10% of his time to insurance sales and implementation of insurance recommendations. Meadowbrook Advisors provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, non-profit organizations, and retirement plans. The firm manages portfolios using a range of investment vehicles and employs fundamental analysis and Modern Portfolio Theory with a long-term orientation.

Ian Auerbach is a financial advisor with Meadowbrook Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Meadowbrook Advisors and Purshe Kaplan Sterling Investments in 2025, he worked at RBC Capital Markets for 16 years. Outside of his advisory role, Mr. Auerbach is the sole owner of a construction company focused on personal real estate development in Colombia. Meadowbrook Advisors provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm uses a long-term investment approach based on fundamental analysis and Modern Portfolio Theory, managing portfolios with ETFs, mutual funds, individual securities, and other instruments, and serves 147 clients through a three-advisor team.

Gregg Auerbach is a financial advisor with Meadowbrook Advisors who holds Series 63 and Series 65 licenses and has 34 years of industry experience. His prior work includes a 16-year tenure at RBC Capital Markets, LLC. He is also a licensed insurance agent and spends part of his time implementing insurance recommendations. Meadowbrook Advisors provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, businesses, non-profits, and retirement plans. The firm manages portfolios using a combination of exchange-traded funds, mutual funds, individual securities, and other instruments, applying fundamental analysis and Modern Portfolio Theory with a long-term approach.