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MH

Margaret M. Hood

STERLING CAPITAL ADVISORS
Fort Worth, TX 76107
CRD#: 8147476
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MH
Margaret Metcalf HoodSTERLING CAPITAL ADVISORS

Professional summary

Margaret Metcalf Hood is a registered financial advisor currently at STERLING CAPITAL ADVISORS located in Fort Worth, Texas.

Margaret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Margaret has worked at 1 firm and has passed the Series 65 and Series 66 exams.

At a Glance

Always Fiduciary

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Margaret Metcalf Hood'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®
None

Experience

Current

January 13, 2026 - Present

STERLING CAPITAL ADVISORS

Office #1: 2912 W 6th St Ste Ll150, Fort Worth, TX 76107
RIA
CRD#: 335544
Fort Worth, TX

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
Texas
(1/13/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/29/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 3/11/2025
Uniform Combined State Law Examination

Current Firm

SC
STERLING CAPITAL ADVISORS
STERLING CAPITAL ADVISORS | STERLING CAPITAL ADVISORS, LLC

CRD#: 335544 / SEC#:

Texas
Registered Investment Advisory firm - (1/13/2026 Approved)
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Contact information

Main Address
2912 West 6th Street, Ll150, Fort Worth, TX 76107
Mailing Address
4100 Henry S Grace Fwy, Wichita Falls, TX 76302
Phone number
(940) 642-4287
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV
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

STERLING CAPITAL ADVISORS

CRD#: 335544Fort Worth, TX 76107

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