Sonia Crumpler

Employer firm

Martinwright Advisory, LLC CRD 338634

$161M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → 11/2018
  Suntrust Bank
  Atlanta, GA
• 07/2011 → 11/2018
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 09/2016 → 11/2018
  Suntrust Advisory Services
  Atlanta, GA
• 11/2018 → 07/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 11/2018 → 07/2026
  Bank Of America, N.A.
  Atlanta, GA
• 07/2026 → Present
  Martinwright Advisory, Llc
  Atlanata, GA

Previous Registrations

• 2018-11-09 → 2026-07-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Atlanta, GA
• 2016-09-09 → 2018-11-16
  Truist Advisory Services, Inc.
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
• 2011-12-09 → 2016-12-31
  Truist Investment Services, Inc.
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Winter Park, FL
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA

Exams

• S66 Uniform Combined State Law Examination
  2011-10-10

Other Names

• Sonia Barbalho
• Sonia Claudia Barbalho
• Sonia Claudia Barbalho Crumpler
• Sonia Crumpler