Margaret F Sims
Investment Adviser Representative at Martinwright Advisory, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Margaret F. Sims 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 2017 and have been registered with 5 firms, including Truist Advisory Services, Inc. and Balentine. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Georgia.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Georgia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Branch Banking & Trust Co. (Truist)Jan 2011 – Jul 2021Greenville, SC
- Balentine, LLCJul 2021 – Mar 2025Atlanta, GA
- Truist Investment Services, IncMay 2025 – Jul 2025Atlanta, GA
- Truist Investment Services, Inc.Jul 2025 – Mar 2026Atlanta, GA
- Truist Advisory Services, Inc.Jul 2025 – Mar 2026Atlanta, GA
- Truist Advisory Services, Inc.Jun 2025 – Jul 2025Atlanta, GA
- Martinwright Advisory, LLCApr 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
Client types the firm serves
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 profileOther advisors at Martinwright Advisory, LLC
6 other advisors in the directory
Similar advisors in Atlanta, GA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Margaret F Sims 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.
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