EM
Erika L. Mcgrew
Some features on this profile are disabled
CRD#: 7036239
EM
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Erika Lucretia Mcgrew, who also goes by Erika Lucretia Hopkins, Erika Blair Mcgrew, Erika L Mcgrew, Erika Mcgrew, Erikablair L Mcgrew, was a registered financial professional .
Erika is a previously registered financial professional and started their career in finance in 2019. Erika had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Erika Lucretia Hopkins | Erika Blair Mcgrew | Erika L Mcgrew | Erika Mcgrew | Erikablair L Mcgrew
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.
1. For profit or not for profit: Not for profit, Name of outside business organization: Young WallStreet, Inc., Investment related: no, Address of business: Atlanta, GA 30331, Position, title, association: Instructor, Start date of relationship: 1/2015, Number of hours devoted: 80 annually, Number of hours devoted during trading hours: none, Duties: Teach under-represented high school students the foundations of financial literacy and investing. 2. For profit or not for profit: Not for profit, Name of outside business organization: Warrick Dunn Charities, Inc., Investment related: no, Address of business: Atlanta, GA 30303, Position, title, association: Advisory Board Member Start date of relationship: 1/2019, Number of hours devoted: 10 hours quarterly, Number of hours devoted during trading hours: none, Duties: Serve as an advisory board member. 3. Forge Consulting LLC, 11 Depot Street, Hartwell GA 30643, Non-investment related, Insurance agency, Parent company of Advocacy Wealth Management, no direct compensation, Title: Agent, started 02/2020, devote 5-10hrs/month during securities trading hours, Duties: Servicing and Placing insurance products.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Past
March 10, 2020 - April 19, 2024
ADVOCACY WEALTH MANAGEMENT, LLC
RIA
CRD#: 141943
Cordova, TN
Past
February 13, 2019 - January 14, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ATLANTA, GA
Past
January 14, 2019 - January 14, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ATLANTA, 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".
AW
ADVOCACY WEALTH MANAGEMENT, LLC
ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | MONTAG & CALDWELL, AN ADVOCACY WEALTH COMPANY | GREY INVESTMENT ADVISORS | ADVOCACY WEALTH MANAGEMENT, LLC
CRD#: 141943 / SEC#: 801-77677
RIA
Registered Investment Advisory firm - (3/1/2013 Approved)Alabama
Registered Investment Advisory firm - (3/4/2013 Terminated)Arkansas
Registered Investment Advisory firm - (12/31/2012 Terminated)Georgia
Registered Investment Advisory firm - (3/4/2013 Terminated)Louisiana
Registered Investment Advisory firm - (3/11/2013 Terminated)Mississippi
Registered Investment Advisory firm - (4/23/2013 Terminated)New York
Registered Investment Advisory firm - (12/31/2012 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/6/2013 Terminated)South Carolina
Registered Investment Advisory firm - (3/4/2013 Terminated)South Dakota
Registered Investment Advisory firm - (3/4/2013 Terminated)Tennessee
Registered Investment Advisory firm - (4/3/2013 Terminated)Texas
Registered Investment Advisory firm - (12/31/2012 Terminated)West Virginia
Registered Investment Advisory firm - (3/12/2013 Terminated)Wisconsin
Registered Investment Advisory firm - (3/1/2013 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/14/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
AW
ADVOCACY WEALTH MANAGEMENT, LLC
ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | MONTAG & CALDWELL, AN ADVOCACY WEALTH COMPANY | GREY INVESTMENT ADVISORS | ADVOCACY WEALTH MANAGEMENT, LLC
CRD#: 141943 / SEC#: 801-77677
RIA
Registered Investment Advisory firm - (3/1/2013 Approved)Alabama
Registered Investment Advisory firm - (3/4/2013 Terminated)Arkansas
Registered Investment Advisory firm - (12/31/2012 Terminated)Georgia
Registered Investment Advisory firm - (3/4/2013 Terminated)Louisiana
Registered Investment Advisory firm - (3/11/2013 Terminated)Mississippi
Registered Investment Advisory firm - (4/23/2013 Terminated)New York
Registered Investment Advisory firm - (12/31/2012 Terminated)Pennsylvania
Registered Investment Advisory firm - (3/6/2013 Terminated)South Carolina
Registered Investment Advisory firm - (3/4/2013 Terminated)South Dakota
Registered Investment Advisory firm - (3/4/2013 Terminated)Tennessee
Registered Investment Advisory firm - (4/3/2013 Terminated)Texas
Registered Investment Advisory firm - (12/31/2012 Terminated)West Virginia
Registered Investment Advisory firm - (3/12/2013 Terminated)Wisconsin
Registered Investment Advisory firm - (3/1/2013 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3455 Peachtree Road Ne Suite 1500, Atlanta, GA 30326-3280
Mailing Address
Phone number
(404) 836-7141
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (30 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,917 |
| AUM (Assets Under Management) | $ 2,084,296,352 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/18/2025 | ||
| 07/26/2024 | ||
| 10/27/2023 | ||
| 01/30/2023 |
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.
