Sean
Allen

Suntrust Advisory Services, Inc

CRD#5583168
Investment Advisor
in Orlando, FL
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About this Advisor

Sean Allen is a certified financial planner in Orlando, Florida. Currently a registered investment advisor at Suntrust Advisory Services, Inc, they have gathered 12 years of practice in the financial advisory industry. Allen maintains Series 63 and Series 66 licenses, qualifying them as a securities representative. Allen is able to advise customers based out of Florida. The advisor has gained experience at Suntrust Investment Services Inc, Suntrust Bank, Business First Solutions, Fairwinds Credit Union, Suntrust Investment Services, Inc and Suntrust Advisory Services. Suntrust Advisory Services, Inc is headquartered in Orlando, Florida, and has 1,572 locations in the country. As an advisory firm, Suntrust Advisory Services, Inc oversees $19 billion in assets dispersed across 41,105 client accounts and employs more than 1,539 people. The level of assets currently under the firm's management makes it one of the largest firms in the country. The firm manages 31,892 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 15% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Suntrust Advisory Services, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. The firm's fees may include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

Yes

Office Location

200 South Orange Avenue 7Th Floor
Orlando, FL 32801

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Suntrust Advisory Services, Inc Brokerage Details

Total Assets Under Management

$19,036,272,153

FL Average: $3,570,121,308
Total Number of Employees

1,539

FL Average: 58
Total Number of Accounts

41,105

FL Average: 1,608
Average Account Size

$463,113

FL Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Other

Sean Allen Work History

Sean has 12 years of experience.

2016 - Present (3 years)

Suntrust Advisory Services

2015 - 2016 (1 years)

Suntrust Investment Services, Inc

2015 - Present (4 years)

Suntrust Investment Services, Inc

2012 - 2015 (3 years)

Suntrust Investment Services Inc

2011 - 2015 (4 years)

Suntrust Bank

2010 - 2011 (1 years)

Business First Solutions

2006 - 2010 (4 years)

Fairwinds Credit Union

Disclosures

Sean Allen has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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