Skip to content

Hugh Sylvanus Merkel

Investment adviser representative at Martinwright Advisory, LLC
17 yearsExperience
1 stateRegistered in
CFADesignation
$160.7MFirm assets

Are you Hugh Sylvanus Merkel? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

17 years in the industry.

  1. Martinwright Advisory, LLCFeb 2026 to now
  2. Tru Independence Asset Management, LLC dba Martinwright AdvisoryNov 2025 to Feb 2026
  3. UnemployedOct 2025 to Oct 2025
  4. Mgi Funds Distributors, LLCDec 2024 to Sep 2025
  5. Mgi Funds Distributors, LLCJan 2020 to Mar 2023
  6. Mercer Investments, LLCJan 2009 to Sep 2025

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2007
  • Series 63 · Uniform Securities Agent State Law2021

State registrations

Registered as an investment adviser representative in 1 state (GA).

Martinwright Advisory, LLC

Legal name: Mw Advisory LLC

$160.7MAssets managed
116Clients
7Advisers
Under 1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5319854
Firm CRD
338634
Advisor's SEC record (opens in a new tab)
CallContact this firm