Margaret F Sims
Investment adviser representative at Martinwright Advisory, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$160.7MFirm assets
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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
15 years in the industry.
- Martinwright Advisory, LLCApr 2026 to now
- Truist Advisory Services, Inc.Jun 2025 to Mar 2026
- Truist Investment Services, Inc.May 2025 to Mar 2026
- Balentine, LLCJul 2021 to Mar 2025
- Branch Banking & Trust Co. (truist)Jan 2011 to Jul 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
- Series 63 · Uniform Securities Agent State Law2025
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
- 5752729
- Firm CRD
- 338634