Margaret A. Myatt

PEACHCAP TAX & ADVISORY

Atlanta, GA 30305

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CRD#: 1870312

Professional summary

Margaret Ann Myatt, who also goes by Margaret Ann Hartline, is a registered financial advisor currently at PEACHCAP TAX & ADVISORY, LLC located in Atlanta, Georgia and PEACHCAP SECURITIES, INC. located in Atlanta, Georgia.

Margaret is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Margaret has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Margaret Ann Hartline

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Margaret Ann Myatt's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 20, 2017 - Present

PEACHCAP TAX & ADVISORY, LLC

Office #1: 550 Pharr Rd. Suite 700, Atlanta, GA 30305

RIA

CRD#: 158729

Atlanta, GA

Current

November 3, 2015 - Present

PEACHCAP SECURITIES, INC.

Office #1: 550 Pharr Rd. Suite 700, Atlanta, GA 30305

CRD#: 25590

Atlanta, GA

Past

April 22, 2003 - October 27, 2015

THE KLAUSMAN GROUP

RIA

CRD#: 126261

MARIETTA, GA

Past

August 22, 2002 - November 2, 2015

TRIAD ADVISORS LLC

CRD#: 25803

MARIETTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PEACHCAP TAX & ADVISORY, LLC

INDEPENDENT WEALTH ADVISORS GROUP, LLC | PEACHTREE CAPITAL TAX AND ADVISORY, LLC | PEACHCAP TAX & ADVISORY, LLC | MILLER WEALTH ADVISORY, LLC

CRD#: 158729 / SEC#: 801-107335

RIA

Registered Investment Advisory firm - (3/1/2016 Approved)

Georgia

Registered Investment Advisory firm - (5/5/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(12/18/2019)

Colorado
(9/20/2022)

Georgia
(11/3/2015)

IAR

Georgia
(9/20/2017)

Kentucky
(12/18/2019)

New York
(6/6/2022)

North Carolina
(9/20/2022)

Pennsylvania
(6/6/2022)

South Carolina
(9/20/2022)

IAR

Texas
(10/12/2018)

Texas
(12/7/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 12/30/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/21/2002

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

PEACHCAP TAX & ADVISORY, LLC

INDEPENDENT WEALTH ADVISORS GROUP, LLC | PEACHTREE CAPITAL TAX AND ADVISORY, LLC | PEACHCAP TAX & ADVISORY, LLC | MILLER WEALTH ADVISORY, LLC

CRD#: 158729 / SEC#: 801-107335

RIA

Registered Investment Advisory firm - (3/1/2016 Approved)

Georgia

Registered Investment Advisory firm - (5/5/2016 Terminated)

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Contact information

Main Address

550 Pharr Rd. Suite 700, Atlanta, GA 30305

Mailing Address

Phone number

(404) 220-8958

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV FORM 2A (3/11/2025)

Regulatory assets under management

Total Number of Accounts	605
AUM (Assets Under Management)	$ 148,611,560

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Margaret A. Myatt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Margaret Ann Myatt's CRS (Customer Relationship Summary).

Certified licenses

Experience

PEACHCAP SECURITIES, INC.

THE KLAUSMAN GROUP

TRIAD ADVISORS LLC

Primary Firm SEC Registration

PEACHCAP TAX & ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/30/2002

SIE

Date: 10/1/2018

Series 7

Date: 8/21/2002

FINRA

Current Firm

PEACHCAP TAX & ADVISORY, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PEACHCAP TAX & ADVISORY, LLC

TRUST BUT VERIFY

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