Sean Michael Martin
Investment adviser representative at Truist Advisory Services, Inc.
20 yearsExperience
1 stateRegistered in
$77.4BFirm assets
10 yearsFirm in business
Are you Sean Michael Martin? Claim your profile
Contact this firm
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
20 years in the industry.
- Truist Advisory Services, Inc.Apr 2026 to now
- Truist Investment Services, Inc.Apr 2026 to now
- BOKF, NAAug 2018 to Apr 2026
- Bok Financial Securities, Inc.Aug 2018 to Sep 2024
- Bbva Compass Insurance Agency, Inc.Jan 2015 to Aug 2018
- Bbva Securities Inc.Oct 2014 to Aug 2018
- Compass BankMar 2006 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6416737
- Firm CRD
- 283390