Amy Mawson has been an investment adviser representative at Minerva Planning Group since June 2019, and is not listed among the firm’s executive officers or direct owners. Amy Mawson holds a B.A. in Economic and Social Studies from the University of Manchester and a Master's in International Development from the University of Manchester.
Minerva Planning Group, Inc. is a Decatur, GA firm with $237M under management, 122 clients and 4 advisers across 4 offices, as of its September 2026 filing.
Amy Mawson is a Financial Advisor at Minerva Planning Group, based in the Decatur, GA office. She came to Minerva in 2017. Before that she had been Associate Director of a governance research program at Princeton University's School of Public and International Affairs, and earlier spent two years working on economic development in Bujumbura, Burundi.
- Minerva Planning GroupCurrent– present · 7 yearsDecatur, GA · Adviser representative · Firm CRD 127263
Professional designations
Listed by Minerva Planning Group
- Certified Financial Planner®
Investment adviser representative registrations
Amy Mawson is registered as an investment adviser representative in Georgia, since June 2019.
- GeorgiaSince 24 June 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 20 May 2019 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7136326
- Firm
- Minerva Planning Group · CRD 127263
- Office
- 315 W. PONCE DE LEON AVENUE, SUITE 880, Decatur, GA 30030
- Registration
- Investment adviser registration
- In the industry since
- June 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- minervaplanninggroup.com
Where does Amy Mawson work?
Amy Mawson is an investment adviser representative registered through Minerva Planning Group, Inc. since June 2019, and is not listed among the firm’s executive officers or direct owners.
Is Amy Mawson a financial advisor?
Yes. Amy Mawson has a current investment-adviser registration in Georgia, through Minerva Planning Group since June 2019.
How many years of experience does Amy Mawson have?
Amy Mawson has 7 years in the financial industry, since June 2019, across 1 adviser firm.
What exams has Amy Mawson passed?
Amy Mawson passed the Series 65 in May 2019.
Where is Amy Mawson based?
Amy Mawson’s registered office is in Decatur, GA.
Is Amy Mawson registered with FINRA?
No. Amy Mawson has no current broker registration.
Is Amy Mawson a CFP?
Minerva Planning Group lists Amy Mawson with the CFP credential (“Certified Financial Planner®”) on its website. CFP Board confirms certification status.
How can I verify Amy Mawson’s record?
Search CRD 7136326 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amy Mawson’s full registration record.
