AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
SC

Sonia Crumpler

MARTINWRIGHT ADVISORY
ATLANTA, GA 30327
Some features on this profile are disabled
CRD#: 5954538
SC
Sonia CrumplerMARTINWRIGHT ADVISORY

Professional summary

Sonia Crumpler, CPWA®, who also goes by Sonia Claudia Barbalho, Sonia Barbalho, Sonia Claudia Barbalho Crumpler, Sonia Crumpler, is a registered financial advisor currently at MARTINWRIGHT ADVISORY, LLC located in Atlanta, Georgia.

Sonia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Sonia has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Sonia Claudia Barbalho | Sonia Barbalho | Sonia Claudia Barbalho Crumpler | Sonia Crumpler

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.
I*584286For profit or not for profit: Entity For ProfitName of outside business organization: Lucerne LLCInvestment related: YAddress of business: Orlando, Florida, 32835Nature of business: ["Limited Liability Company"]Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 11/30/2021Number of hours devoted: 3 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: , Rental Property and care management of the family property

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sonia Crumpler'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®
CPWA®

Certified Private Wealth Advisor

Start date: 2019-08-16

Expire date: 2023-07-31

Experience

Current

August 4, 2026 - Present

MARTINWRIGHT ADVISORY, LLC

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

November 9, 2018 - July 15, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
ATLANTA, GA
Past

November 9, 2018 - July 15, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
ATLANTA, GA
Past

September 9, 2016 - November 16, 2018

TRUIST ADVISORY SERVICES, INC.

RIA
CRD#: 283390
ATLANTA, GA
Past

December 9, 2011 - December 31, 2016

TRUIST INVESTMENT SERVICES, INC.

RIA
CRD#: 17499
ATLANTA, GA
Past

August 25, 2011 - November 16, 2018

TRUIST INVESTMENT SERVICES, INC.

BD
CRD#: 17499
ATLANTA, GA

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
(8/4/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/10/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/24/2011
General Securities Representative Examination

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)
Loading...

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

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

MARTINWRIGHT ADVISORY, LLC

CRD#: 338634Atlanta, GA 30327

TRUST BUT VERIFY

Monitor Sonia Crumpler

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Robert L Busby
Robert BusbyAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Atlanta, GA
George Christian Mauser
George MauserAdvisorCheck Check Mark
ATLAS INVESTMENT ADVISORS
IAR
ALPHARETTA, GA
Dena Michelle Wilhoit
Dena WilhoitAdvisorCheck Check Mark
STATE FARM INVESTMENT MANAGEMENT CORP.
IAR
RR
GRAYSON, KY
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.