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Hugh Sylvanus Merkel

Investment Adviser Representative at Martinwright Advisory, LLC

Atlanta, GACRD #5319854Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Hugh Sylvanus Merkel is an investment adviser representative with Martinwright Advisory, LLC in Atlanta, GA, where they have been registered since 2026. They have worked in the securities industry since 2021 and have been registered with 3 firms, including TRU Independence Asset Management, LLC and Morgan Keegan & Company, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Georgia.

Office

3290 Northside Parkway Nw, Suite 950
Atlanta, GA 30327

Advisors at this office: 7

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Georgia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 2/2/2021
Series 66
Uniform Combined State Law Examination
Passed 12/6/2007
Series 7
General Securities Representative Examination
Passed 8/24/2020
SIE
Securities Industry Essentials Examination
Passed 8/24/2020
Series 7
General Securities Representative Examination
Passed 11/13/2007

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Martinwright Advisory, LLCCurrent
2/9/2026 – Atlanta, GA
TRU Independence Asset Management, LLC
11/13/2025 – 2/6/2026Atlanta, GA
Morgan Keegan & Company, Inc.
12/11/2007 – 1/15/2009Atlanta, GA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. MGI Funds Distributors, LLC
    Jan 2020 – Mar 2023Atlanta, GA
  2. Mercer Investments, LLC
    Jan 2009 – Sep 2025Atlanta, GA
  3. MGI Funds Distributors, LLC
    Dec 2024 – Sep 2025Atlanta, GA
  4. Unemployed
    Oct 2025 – Oct 2025Atlanta, GA
  5. TRU Independence Asset Management, LLC DBA Martinwright Advisory
    Nov 2025 – Feb 2026Atlanta, GA
  6. Martinwright Advisory, LLC
    Feb 2026 – no end date reportedAtlanta, GA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Martinwright Advisory, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Other
Estimated blended rate
0.01

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and Institutions

Client types the firm serves

IndividualsHigh Net WorthCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
7
Offices listed on AdvisorFinder:
1
Main office:
Atlanta, GA
SEC file number:
801-134599

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 26, 2026

View full firm profile

Other advisors at Martinwright Advisory, LLC

6 other advisors in the directory

View Martinwright Advisory, LLC firm profile

Similar advisors in Atlanta, GA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Hugh Sylvanus Merkel has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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