Margaret Lynn Sattler
Investment adviser representative at Truist Advisory Services, Inc.
14 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Truist Advisory Services, Inc.Dec 2022 to now
- Truist Investment Services, Inc.Jul 2022 to now
- TruistJun 2021 to Aug 2021
- Capital City Financial PartnersAug 2020 to Dec 2020
- E.W. Scripps CompanyJun 2020 to Aug 2020
- Barre3Aug 2019 to May 2022
- University of South CarolinaAug 2018 to May 2022
- Wetherington Golf & Country ClubMay 2018 to Aug 2019
- SwimsafeMay 2017 to Aug 2017
- ST. Susanna Elm/ursuline AcademyJan 2012 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 yearsIn 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
- 7397060
- Firm CRD
- 283390