# Julia Vandergast

> Julia Vandergast is a fee-only financial advisor at Traynor Capital Management in Malvern, Pennsylvania. Traynor Capital Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/julia-vandergast/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Traynor Capital Management
- **Based in:** Malvern, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $2.42B across 1,660 accounts
- **CRD:** 7415352 (https://adviserinfo.sec.gov/individual/summary/7415352)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (2021), Series 65 (2023)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://www.traynorcapital.com

## Frequently asked questions

### Is Julia Vandergast a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Julia holds no broker registration, and Traynor Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Julia charge for financial advice?

Julia's firm, Traynor Capital Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Julia Vandergast based?

Julia Vandergast is based in Malvern, Pennsylvania.

### Is Julia Vandergast registered with the SEC?

Yes. Julia Vandergast is registered as an investment adviser representative in PA (CRD 7415352), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Traynor Capital Management manage?

Traynor Capital Management reports $2.42B across 1,660 accounts in assets under management.

### How do I contact Julia Vandergast?

Through Julia's website, www.traynorcapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7415352): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.