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Sean Michael Martin

Investment Adviser Representative at Truist Advisory Services, Inc.

Aledo, TXCRD #6416737Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Sean Michael Martin is an investment adviser representative with Truist Advisory Services, Inc. in Aledo, TX, where they have been registered since 2026. They have worked in the securities industry since 2016 and have been registered with 3 firms, including BOK Financial Advisors and BBVA Wealth Solutions Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Texas.

Registrations & licenses

Registration type
Dual-registered
As of August 15, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas
Broker:
1 state or territory

Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 2/28/2017
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/2/2015

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Truist Investment Services, Inc.Current
4/13/2026 – Aledo, TX
Truist Advisory Services, Inc.Current
4/9/2026 – Ft Worth, TX
BOK Financial Advisors
9/6/2018 – 10/1/2024Fort Worth, TX
BBVA Wealth Solutions Inc.
3/2/2017 – 9/5/2018Fort Worth, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. BBVA Securities Inc.
    Oct 2014 – Aug 2018Fort Worth, TX
  2. Compass BANK
    Mar 2006 – Aug 2018Birmingham, AL
  3. BBVA Compass Insurance Agency, Inc.
    Jan 2015 – Aug 2018Austin, TX
  4. BOKF, NA
    Aug 2018 – Apr 2026Fort Worth, TX
  5. BOK Financial Securities, Inc.
    Aug 2018 – Sep 2024Fort Worth, TX
  6. Truist Investment Services, Inc.
    Apr 2026 – no end date reportedFt Worth, TX
  7. Truist Advisory Services, Inc.
    Apr 2026 – no end date reportedFt Worth, TX

Official records & sources

Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Truist Advisory Services, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Advisory programs and services, including AMC Wrap Managed Programs, Consulting Services, FP AMC Advantage, and third-party manager programs.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsSelection of Other AdvisersPeriodicals and Newsletters
Firm areas of expertise
Investment AdvisoryWrap Managed ProgramsConsulting ServicesFinancial PlanningThird-party Managers

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
2,003
Offices listed on AdvisorFinder:
53
Main office:
Atlanta, GA
SEC file number:
801-107729

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of August 30, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Sean Michael Martin has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Sean Michael Martin (Truist Investment Services)