Margaret
Sattler
Truist Advisory Services, Inc
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About this Advisor
Margaret Sattler is a financial advisor based in Charlotte, North Carolina, working with Truist Advisory Services, Inc. Margaret has previously held positions at Truist Investment Services, Inc, St. Susanna Elm/Ursuline Academy, Swimsafe, Wetherington Golf & Country Club, University Of South Carolina, E.W. Scripps Company, Capital City Financial Partners, Barre3, Truist, and Truist Advisory Services, Inc. Margaret has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in North Carolina. Currently, Margaret is part of Truist Advisory Services, Inc, which operates out of Charlotte, North Carolina. The firm has 2,881 offices and 2,105 employees. The firm manages assets totaling $61.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and other services. The fee structure at Truist Advisory Services, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Truist Advisory Services, Inc Brokerage Details
$61,369,856,545
2,105
124,201
$494,117
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Other
Margaret Sattler Work History
Truist Investment Services, Inc
Truist Advisory Services, Inc
Truist
E.W. Scripps Company
Capital City Financial Partners
Barre3
Wetherington Golf & Country Club
University Of South Carolina
Swimsafe
St. Susanna Elm/Ursuline Academy
Disclosures
Please visit the SEC profile of Margaret Sattler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Truist Advisory Services, Inc
Charlotte, NC
Winchester, VA
Greenville, SC
Key Biscayne, FL
Atlanta, GA
Nashville, TN
Sterling, VA
Memphis, TN
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