AM
Amy Mawson
MINERVA PLANNING GROUP
Decatur, GA 30030
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CRD#: 7136326
AM
Professional summary
Amy Mawson is a registered financial advisor currently at MINERVA PLANNING GROUP located in Decatur, Georgia.
Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Amy has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
CRS (Client Relationship Summary) - RIA
Click below to view Amy Mawson's 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®
NoneExperience
Current
June 24, 2019 - Present
MINERVA PLANNING GROUP
Office #1: 315 W. Ponce De Leon Avenue Suite 915, Decatur, GA 30030RIA
CRD#: 127263
Decatur, 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".
MINERVA PLANNING GROUP
KRULL AND COMPANY | MINERVA PLANNING GROUP, INC. | MINERVA PLANNING GROUP
CRD#: 127263 / SEC#: 801-80329
RIA
Registered Investment Advisory firm - (9/17/2014 Approved)Florida
Registered Investment Advisory firm - (11/3/2014 Terminated)Georgia
Registered Investment Advisory firm - (11/3/2014 Terminated)Massachusetts
Registered Investment Advisory firm - (11/3/2014 Terminated)North Carolina
Registered Investment Advisory firm - (11/3/2014 Terminated)Virginia
Registered Investment Advisory firm - (11/3/2014 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(6/24/2019)
Current Firm
MINERVA PLANNING GROUP
KRULL AND COMPANY | MINERVA PLANNING GROUP, INC. | MINERVA PLANNING GROUP
CRD#: 127263 / SEC#: 801-80329
RIA
Registered Investment Advisory firm - (9/17/2014 Approved)Florida
Registered Investment Advisory firm - (11/3/2014 Terminated)Georgia
Registered Investment Advisory firm - (11/3/2014 Terminated)Massachusetts
Registered Investment Advisory firm - (11/3/2014 Terminated)North Carolina
Registered Investment Advisory firm - (11/3/2014 Terminated)Virginia
Registered Investment Advisory firm - (11/3/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
315 W. Ponce De Leon Avenue Suite 915, Decatur, GA 30030
Mailing Address
Phone number
(404) 816-6688
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 544 |
| AUM (Assets Under Management) | $ 198,248,921 |
Red Flags
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