Margaret L. Robinson
Professional summary
Margaret Lovatt Robinson, who also goes by Margaret Ellen Lovatt, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Atlanta, Georgia.
Margaret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Margaret has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 3, Series 7, Series 86 and Series 87 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Margaret Lovatt Robinson's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 17, 2019 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 303 Peachtreet Street Ne 15th Floor, Atlanta, GA 30308October 3, 2016 - June 27, 2019
GOLDMAN SACHS & CO. LLC
April 25, 2007 - March 21, 2012
TRUIST SECURITIES, INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/17/2019)
Exams
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
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