Erin E. Martin

PGI WEALTH MANAGEMENT

MILTON, GA 30004

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CRD#: 2763669

Professional summary

Erin Elizabeth Martin, CFP®, who also goes by Erin Elizabeth Chodkowski, Erin Elizabeth Mchugh, is a registered financial advisor currently at PGI WEALTH MANAGEMENT located in Milton, Georgia.

Erin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Erin has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Erin Elizabeth Chodkowski | Erin Elizabeth Mchugh

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.

MRP CAPITAL MANAGEMENT, LLC; NOT-INVESTMENT RELATED; ATLANTA, GA; OWNER; 2012; USED FOR TAX PURPOSES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin Elizabeth Martin's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2002

Experience

Current

October 30, 2020 - Present

PGI WEALTH MANAGEMENT

Office #1: 13680 Highway 9 Suite C100, Milton, GA 30004

RIA

CRD#: 297517

MILTON, GA

Past

January 7, 2016 - December 18, 2020

TAILORED WEALTH MANAGEMENT

RIA

CRD#: 159640

ATLANTA, GA

Past

January 12, 2012 - December 31, 2015

TAILORED WEALTH MANAGEMENT

RIA

CRD#: 159640

ATLANTA, GA

Past

July 17, 2009 - December 31, 2011

REDWOOD WEALTH MANAGEMENT, LLC

RIA

CRD#: 148284

ALPHARETTA, GA

Past

May 19, 1999 - January 5, 2000

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

CRD#: 4039

NEW YORK, NY

Past

May 19, 1999 - March 20, 2001

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

November 20, 1998 - April 26, 1999

ABN AMRO SECURITIES LLC

CRD#: 6540

NEW YORK, NY

Past

July 15, 1996 - August 15, 1996

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PGI WEALTH MANAGEMENT

GREYLIN INVESTMENT MANAGEMENT | TAILORED WEALTH MANAGEMENT | PHILIP JAMES WEALTH MANAGEMENT, LLC | PGI WEALTH MANAGEMENT

CRD#: 297517 / SEC#: 801-119808

RIA

Registered Investment Advisory firm - (11/13/2020 Approved)

Arizona

Registered Investment Advisory firm - (11/20/2020 Terminated)

Colorado

Registered Investment Advisory firm - (11/30/2020 Terminated)

Florida

Registered Investment Advisory firm - (11/16/2020 Terminated)

Georgia

Registered Investment Advisory firm - (11/18/2020 Terminated)

Minnesota

Registered Investment Advisory firm - (12/11/2020 Terminated)

Texas

Registered Investment Advisory firm - (11/16/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Georgia
(10/30/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/3/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/11/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/13/1998

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/12/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

PGI WEALTH MANAGEMENT

GREYLIN INVESTMENT MANAGEMENT | TAILORED WEALTH MANAGEMENT | PHILIP JAMES WEALTH MANAGEMENT, LLC | PGI WEALTH MANAGEMENT

CRD#: 297517 / SEC#: 801-119808

RIA

Registered Investment Advisory firm - (11/13/2020 Approved)

Arizona

Registered Investment Advisory firm - (11/20/2020 Terminated)

Colorado

Registered Investment Advisory firm - (11/30/2020 Terminated)

Florida

Registered Investment Advisory firm - (11/16/2020 Terminated)

Georgia

Registered Investment Advisory firm - (11/18/2020 Terminated)

Minnesota

Registered Investment Advisory firm - (12/11/2020 Terminated)

Texas

Registered Investment Advisory firm - (11/16/2020 Terminated)

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Contact information

Main Address

13680 Highway 9 Suite C100, Milton, GA 30004

Mailing Address

Phone number

(888) 493-9022

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (3/12/2025)

Regulatory assets under management

Total Number of Accounts	1,519
AUM (Assets Under Management)	$ 932,031,197

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/23/2023	Cover Page	Report

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.

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Erin E. Martin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erin Elizabeth Martin's CRS (Customer Relationship Summary).

Certified licenses

Experience

TAILORED WEALTH MANAGEMENT

TAILORED WEALTH MANAGEMENT

REDWOOD WEALTH MANAGEMENT, LLC

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

EQUITABLE ADVISORS, LLC

ABN AMRO SECURITIES LLC

VOYA FINANCIAL ADVISORS, INC.

Primary Firm SEC Registration

PGI WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 9/3/1999

Series 63

Date: 12/11/1998

Series 7

Date: 11/13/1998

Series 6

Date: 7/12/1996

Current Firm

PGI WEALTH MANAGEMENT

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PGI WEALTH MANAGEMENT

TRUST BUT VERIFY

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