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MS

Margaret F. Sims

MARTINWRIGHT ADVISORY
ATLANTA, GA 30327
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CRD#: 5752729
MS
Margaret F SimsMARTINWRIGHT ADVISORY

Professional summary


Margaret F Sims, CFP®, who also goes by Margaret Frances Arrington, Maggie Sims, Margaret Arrington Sims, is a registered financial advisor currently at MARTINWRIGHT ADVISORY, LLC located in Atlanta, Georgia.

Margaret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Margaret has worked at 6 firms and has passed the Series 63, Series 66, SIE, Series 7 and Series 24 exams.

At a Glance


Always Fiduciary

Aliases


Margaret Frances Arrington | Maggie Sims | Margaret Arrington Sims

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 F Sims'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®

Experience


Current

June 26, 2026 - Present

MARTINWRIGHT ADVISORY, LLC

Office #1: 3290 Northside Parkway Nw Suite 950, Atlanta, GA 30327
RIA
CRD#: 338634
ATLANTA, GA
Past

June 11, 2025 - December 1, 2025

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
ATLANTA, GA
Past

June 10, 2025 - December 1, 2025

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA
Past

April 22, 2024 - April 10, 2025

BALENTINE

RIA
CRD#: 152511
ATLANTA, GA
Past

February 17, 2021 - July 12, 2021

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
ATLANTA, GA
Past

February 17, 2021 - July 12, 2021

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA
Past

June 19, 2019 - February 17, 2021

BB&T SECURITIES, LLC

RIA
CRD#: 142785
RICHMOND, VA
Past

January 2, 2018 - May 14, 2019

BB&T SECURITIES, LLC

RIA
CRD#: 142785
RICHMOND, VA
Past

January 2, 2018 - February 17, 2021

BB&T SECURITIES, LLC

BD
CRD#: 142785
RICHMOND, VA
Past

May 28, 2014 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

RIA
CRD#: 33856
GREENVILLE, SC
Past

April 22, 2014 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

BD
CRD#: 33856
GREENVILLE, SC

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
(6/26/2026)

Exams


State Security Law Exam
RR
Series 63
Date: 5/27/2025
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 5/21/2014
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


MA
MARTINWRIGHT ADVISORY, LLC
MARTINWRIGHT ADVISORY, LLC | MW ADVISORY, LLC

CRD#: 338634 / SEC#: 801-134599

RIA
Registered Investment Advisory firm - (11/14/2025 120-Day Approval)
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Contact information


Main Address
3290 Northside Parkway Nw Suite 950, Atlanta, GA 30327
Mailing Address
Phone number
(404) 882-8756
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (1 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE BROCHURE - MW ADVISORY, LLC (11/24/2025)
0

Red Flags


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

Company Information


MARTINWRIGHT ADVISORY, LLC

CRD#: 338634Atlanta, GA 30327

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