Sean Michael Hennessey

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → 11/2016
  Wells Fargo Advisors Llc
  Dallas, TX
• 12/2016 → 02/2017
  Share Financial Services, Inc.
  Dallas, TX
• 08/2018 → 05/2019
  J Alden Associates
  Dallas, TX
• 02/2017 → 01/2018
  Real Estate Consulting - Independent
  Dallas, TX
• 01/2018 → 05/2019
  Juniper Realty Advisors
  Dallas, TX
• 06/2019 → Present
  Bb&T Securities, Llc
  Richmond, VA
• 05/2019 → Present
  Bb&T
  Fort Worth, TX
• 02/2021 → Present
  Truist Investment Services, Inc.
  Fort Worth, TX
• 02/2021 → Present
  Truist Advisory Services, Inc.
  Atlanta, GA

Previous Registrations

• 2019-06-03 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Fort Worth, TX
  Richmond, VA
• 2018-10-30 → 2019-06-04
  Alden Capital
  Wayne, PA
• 2009-07-07 → 2016-11-22
  Wells Fargo Clearing Services, Llc
  Fort Worth, TX
  Addison, TX
  Addison, TX
  Addison, TX
• 2006-09-15 → 2009-07-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Southlake, TX
• 2002-02-19 → 2006-09-20
  Banc Of America Investment Services, Inc.
  Plano, TX
  Frisco, TX
  Plano, TX

Other Businesses

SEAN HENNESSEY POSITION: Owner NATURE: Rental house INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 04/22/2025 ADDRESS: Longview TX, United States DESCRIPTION: Collect rent, keep property in good shape.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-02-19
• S63 Uniform Securities Agent State Law Examination
  1999-12-18

Designations

• Certified Financial Planner