Julia Vandergast
Traynor Capital Management · Malvern, Pennsylvania
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.
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Facts
| Firm | Traynor Capital Management |
|---|---|
| Based in | Malvern, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.42B across 1,660 accounts |
| SEC registration | Investment adviser representative in PA · CRD 7415352 |
| Exams passed | Series 63 (2021) · Series 65 (2023) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.traynorcapital.com |
How Julia's firm compares
- Traynor Capital Management's average account is about $1.5 million, from its Form ADV (assets managed divided by 1,660 accounts).
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Questions about Julia
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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