Sean Michael Martin

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

• 10/2014 → 08/2018
  Bbva Securities Inc.
  Fort Worth, TX
• 03/2006 → 08/2018
  Compass Bank
  Birmingham, AL
• 01/2015 → 08/2018
  Bbva Compass Insurance Agency, Inc.
  Austin, TX
• 08/2018 → 04/2026
  Bokf, Na
  Fort Worth, TX
• 08/2018 → 09/2024
  Bok Financial Securities, Inc.
  Fort Worth, TX
• 04/2026 → Present
  Truist Investment Services, Inc.
  Ft Worth, TX
• 04/2026 → Present
  Truist Advisory Services, Inc.
  Ft Worth, TX

Previous Registrations

• 2018-09-06 → 2024-10-01
  Bok Financial Securities, Inc.
  Fort Worth, TX
• 2017-03-02 → 2018-09-05
  Pnc Managed Account Solutions, Inc.
  Fort Worth, TX

Exams

• S66 Uniform Combined State Law Examination
  2017-02-28

Other Names

• Sean Martin
• Sean M Martin
• Sean M. Martin