Martha
Hix-Siceloff

Truist Advisory Services, Inc

CRD#2222313
Investment Advisor
in Winston Salem, NC

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About this Advisor

Martha Hix-Siceloff is a financial advisor working out of Winston Salem, North Carolina with 2 years of industry experience. Hix-Siceloff is an advisor for Truist Advisory Services, Inc. During their career, the advisor has held roles at Scott & Stringfellow, Bb&T Securities, LLC, Truist Investment Services, Inc and Truist Advisory Services, Inc. Hix-Siceloff has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in North Carolina. Truist Advisory Services, Inc is a registered investment firm based out of Atlanta, GA. The firm has offices in 3,373 locations and a total of 2,842 people on staff. It handles $53 billion in assets under management between its 125,600 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to 85 charitable organizations. Of its 125,600 accounts, just 12% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm provides a number of services, including 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. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fees charged by Truist Advisory Services, Inc can consist of some blend of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

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

110 S Stratford Rd Fl 4
Winston Salem, NC 27104

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Truist Advisory Services, Inc Brokerage Details

Total Assets Under Management

$53,169,938,577

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

2,842

NC Average: 58
Total Number of Accounts

125,600

NC Average: 1,608
Average Account Size

$423,328

NC 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

Martha Hix-Siceloff Work History

Martha has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Truist Investment Services, Inc

2021 - Present (3 years)

Truist Advisory Services, Inc

2013 - 2021 (8 years)

Bb&T Securities, LLC

2008 - 2021 (13 years)

Scott & Stringfellow

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Martha Hix-Siceloff 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

Timothy Mann
Charlotte, NC
Matthew Speed
Atlanta, GA
Megan Childress
Richmond, VA
Bridget Doane
Williamsburg, VA
Samson Orina
Atlanta, GA
Susan Seitter
Richmond, VA
Eric Mangasarian
Chevy Chase, MD
Pedro Paulo Lourenco
Houston, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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