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EM

Erin E. Martin

PGI WEALTH MANAGEMENT
MILTON, GA 30004
Some features on this profile are disabled
CRD#: 2763669
EM

Professional summary

Erin Elizabeth Martin, CFP®, who also goes by Erin Elizabeth Chodkowski, Erin Elizabeth Mchugh, is a registered financial advisor currently at PGI WEALTH MANAGEMENT located in Milton, Georgia and MRP LEGACY ADVISORS, LLC located in Milton, Georgia.

Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Erin has worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Erin Elizabeth Chodkowski | Erin Elizabeth Mchugh

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 Erin Elizabeth Martin'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®
CFP®

Certified Financial Planner

Start date: 2002

Experience

Current

October 30, 2020 - Present

PGI WEALTH MANAGEMENT

Office #1: 13680 Highway 9 Suite C100, Milton, GA 30004
RIA
CRD#: 297517
MILTON, GA
Current

March 3, 2026 - Present

MRP LEGACY ADVISORS, LLC

RIA
CRD#: 340364
MILTON, GA
Past

January 7, 2016 - December 18, 2020

TAILORED WEALTH MANAGEMENT

RIA
CRD#: 159640
ATLANTA, GA
Past

January 12, 2012 - December 31, 2015

TAILORED WEALTH MANAGEMENT

RIA
CRD#: 159640
ATLANTA, GA
Past

July 17, 2009 - December 31, 2011

REDWOOD WEALTH MANAGEMENT, LLC

RIA
CRD#: 148284
ALPHARETTA, GA
Past

May 19, 1999 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

May 19, 1999 - March 20, 2001

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

November 20, 1998 - April 26, 1999

ABN AMRO SECURITIES LLC

BD
CRD#: 6540
NEW YORK, NY
Past

July 15, 1996 - August 15, 1996

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT

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".
PW
PGI WEALTH MANAGEMENT
GREYLIN INVESTMENT MANAGEMENT | TAILORED WEALTH MANAGEMENT | PHILIP JAMES WEALTH MANAGEMENT, LLC | PGI WEALTH MANAGEMENT

CRD#: 297517 / SEC#: 801-119808

RIA
Registered Investment Advisory firm - (11/13/2020 Approved)
Arizona
Registered Investment Advisory firm - (11/20/2020 Terminated)
Colorado
Registered Investment Advisory firm - (11/30/2020 Terminated)
Florida
Registered Investment Advisory firm - (11/16/2020 Terminated)
Georgia
Registered Investment Advisory firm - (11/18/2020 Terminated)
Minnesota
Registered Investment Advisory firm - (12/11/2020 Terminated)
Texas
Registered Investment Advisory firm - (11/16/2020 Terminated)

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.

Highlighted states indicate IAR registrations

IAR
Georgia
(10/30/2020)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/3/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/11/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/13/1998
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/12/1996
Investment Company Products/Variable Contracts Representative Examination

Current Firm

PW
PGI WEALTH MANAGEMENT
GREYLIN INVESTMENT MANAGEMENT | TAILORED WEALTH MANAGEMENT | PHILIP JAMES WEALTH MANAGEMENT, LLC | PGI WEALTH MANAGEMENT

CRD#: 297517 / SEC#: 801-119808

RIA
Registered Investment Advisory firm - (11/13/2020 Approved)
Arizona
Registered Investment Advisory firm - (11/20/2020 Terminated)
Colorado
Registered Investment Advisory firm - (11/30/2020 Terminated)
Florida
Registered Investment Advisory firm - (11/16/2020 Terminated)
Georgia
Registered Investment Advisory firm - (11/18/2020 Terminated)
Minnesota
Registered Investment Advisory firm - (12/11/2020 Terminated)
Texas
Registered Investment Advisory firm - (11/16/2020 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
13680 Highway 9 Suite C100, Alpharetta, GA 30004
Mailing Address
Phone number
(888) 493-9022
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (20 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/17/2026)

Regulatory assets under management

Total Number of Accounts1,235
AUM (Assets Under Management)$ 930,625,185

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.

Company Information

PGI WEALTH MANAGEMENT

CRD#: 297517Milton, GA 30004

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