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Detailed Report
MARGARET LOVATT ROBINSON
MARGARET ELLEN LOVATT
CRD#: 5309048
IA
Investment Adviser
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Previous Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 303 PEACHTREET STREET NE
15TH FLOOR
ATLANTA, GA 30308
Registration History
2008201020122014201620182020202220242026IATRUIST ADVISORY SERVICES, INC. (CRD# 283390)2019 - Present (5 years)BGOLDMAN SACHS & CO. LLC (CRD# 361)2016 - 2019 (2 years)BSUNTRUST ROBINSON HUMPHREY, INC. (CRD# 6271)2007 - 2012 (4 years)
License(s)

State Registrations

IA
Georgia 9/17/2019
Current Registration(s)
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
303 PEACHTREET STREET NE 15TH FLOOR, ATLANTA, GA 30308
Registered with this firm since 9/17/2019
Previous Registration(s)
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 10/03/2016 - 06/27/2019 GOLDMAN SACHS & CO. LLC (CRD#:361) ATLANTA, GA
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 04/25/2007 - 03/21/2012 SUNTRUST ROBINSON HUMPHREY, INC. (CRD#:6271) NEW YORK, NY
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.