Best Investors Account Sign in

Margaret Lynn Sattler

Truist Advisory Services, Inc.

Charlotte, NC

Claim This Profile
Current Employers
Truist Advisory Services, Inc.

303 Peachtree Street 2Nd Floor, Atlanta, GA 30303 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-12-05
  • NC RA
    APPROVED
    Since 2022-12-05

Branch Locations

214 N Tryon St Fl 29, 32 & 33, Charlotte, NC 28202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Truist Investment Services, Inc. Charlotte NC 07/2022 07/2026
St. Susanna Elm/Ursuline Academy Cincinnati OH 01/2012 05/2018
Swimsafe Mason OH 05/2017 08/2017
Wetherington Golf & Country Club West Cheser OH 05/2018 08/2019
University Of South Carolina Columbia SC 08/2018 05/2022
E.W. Scripps Company Cincinnati OH 06/2020 08/2020
Capital City Financial Partners Columbia SC 08/2020 12/2020
Barre3 Columbia SC 08/2019 05/2022
Truist Atlanta GA 06/2021 08/2021
Truist Advisory Services, Inc. Charlotte NC 12/2022 07/2026
Truist Investment Services, Inc. Charlotte NC 07/2026 Present
Truist Advisory Services, Inc. Charlotte NC 07/2026 Present
  • 07/2022 → 07/2026
    Truist Investment Services, Inc.
    Charlotte, NC
  • 01/2012 → 05/2018
    St. Susanna Elm/Ursuline Academy
    Cincinnati, OH
  • 05/2017 → 08/2017
    Swimsafe
    Mason, OH
  • 05/2018 → 08/2019
    Wetherington Golf & Country Club
    West Cheser, OH
  • 08/2018 → 05/2022
    University Of South Carolina
    Columbia, SC
  • 06/2020 → 08/2020
    E.W. Scripps Company
    Cincinnati, OH
  • 08/2020 → 12/2020
    Capital City Financial Partners
    Columbia, SC
  • 08/2019 → 05/2022
    Barre3
    Columbia, SC
  • 06/2021 → 08/2021
    Truist
    Atlanta, GA
  • 12/2022 → 07/2026
    Truist Advisory Services, Inc.
    Charlotte, NC
  • 07/2026 → Present
    Truist Investment Services, Inc.
    Charlotte, NC
  • 07/2026 → Present
    Truist Advisory Services, Inc.
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-21
S63 Uniform Securities Agent State Law Examination 2022-10-17
  • S65 Uniform Investment Adviser Law Examination
    2022-11-21
  • S63 Uniform Securities Agent State Law Examination
    2022-10-17
Other Names
  • Margaret Sattler

View on SEC IAPD

Other Firms

FIRST TRYON ADVISORS
MUIRFIELD WEALTH ADVISORS LLC
MAI CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
ARKADIOS WEALTH ADVISORS
MODERA WEALTH MANAGEMENT, LLC
TLG ADVISORS, INC.
CAPITALA PRIVATE ADVISORS, LLC

Other Investors

JOSHUA REESE BAILEY
PHILIP REESE BAILEY
MICHELE V STUTTS
BRANDON RICHARD PHILLIPS
BERT DEEMS MAY
LEILA TARATUS EVANS
Lindie Rheeder
Emily Ruth Johnson

Other Offices

FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
TLG ADVISORS, INC. · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC

More in Charlotte, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor