Sean Patrick Mcpherson
Investment adviser representative at Truist Advisory Services, Inc.
15 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Truist Advisory Services, Inc.Aug 2024 to now
- Truist Investment Services, IncAug 2024 to now
- Wells Fargo Clearing Services, LLCJul 2023 to Aug 2024
- Suntrust Advisory Services, Inc.May 2017 to Jul 2023
- Suntrust Investment Services Inc.May 2017 to Jul 2023
- E*trade Securities LLCSep 2011 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (GA).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5747990
- Firm CRD
- 283390