Sean
Murphy

Truist Advisory Services, Inc

CRD#4848588
Investment Advisor
in Fort Myers, FL

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About this Advisor

Sean Murphy is a financial advisor based in Fort Myers, Florida, working with Truist Advisory Services, Inc. Sean has previously held positions at Suntrust Investment Services, Inc, Suntrust Bank, and Suntrust Advisory Services. Sean has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, Sean is part of Truist Advisory Services, Inc, which operates out of Fort Myers, Florida. The firm has 2,881 offices and 2,105 employees. The firm manages assets totaling $61.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters, and other services. The fee structure at Truist Advisory Services, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

7750 Cypress Lake Dr Suite Pb
Fort Myers, FL 33907

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$61,369,856,545

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

2,105

FL Average: 58
Total Number of Accounts

124,201

FL Average: 1,608
Average Account Size

$494,117

FL Average: $2,220,225

Investment Advisory Services

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

Sean Murphy Work History

2016 - Present (8 years)

Suntrust Advisory Services

2013 - Present (11 years)

Suntrust Investment Services, Inc

2013 - Present (11 years)

Suntrust Bank

Disclosures

Please visit the SEC profile of Sean Murphy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Truist Advisory Services, Inc

Samantha Becker
Charlotte, NC
Austin Petrovich
Nashville, TN
Frederick Shull
Greenville, SC
Julio Betancourt
Key Biscayne, FL
Robin Marx
Atlanta, GA
Harrison Cross
Winston Salem, NC
Michael Perez
Sterling, VA
Jonathan Edwards
Memphis, TN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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