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CFP

Sean Hennessey

Truist Advisory Services, INC.
25 Years of Experience
Dallas, TX
1 DisclosureBroker
View SEC Summary
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Sean Hennessey is a CFP-designated registered investment advisor at Truist Advisory Services, INC., based in Dallas, TX, with 25 years of industry experience. Sean is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B in assets under management.

Truist Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1974 advisors
Number of Clients
129,307 clients
Average Client Portfolio
$599K average
Assets Under Management
$77.4B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.25%
$100K - $250K2.20%
$250K - $500K2.15%
$500K - $1.0M2.00%
$1.0M - $2.0M1.85%
$2.0M - $5.0M1.75%
$5.0M - $10.0M1.65%
$10.0M - $25.0M1.50%
$25M+1.45%

Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

100 Crescent Ct, Ste 1000, Dallas, TX, 75201

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2009
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Sean owns a rental house since April 2025, collecting rent and maintaining the property. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 8 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 8 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Bb&t Securities, LLC
June 2019 - February 2021 · 1 yr 8 mos
Bb&t Securities, LLCBroker
June 2019 - February 2021 · 1 yr 8 mos
Alden Capital
October 2018 - June 2019 · 8 mos
J. Alden Associates, INC.Broker
August 2018 - June 2019 · 10 mos
Share Financial Services, INC.Broker
December 2016 - February 2017 · 2 mos
Wells Fargo Advisors, LLC
July 2009 - November 2016 · 7 yrs 4 mos
Wells Fargo Advisors, LLCBroker
July 2009 - November 2016 · 7 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2006 - July 2009 · 2 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2006 - July 2009 · 2 yrs 10 mos
Banc of America Investment Services, INC.
February 2002 - September 2006 · 4 yrs 7 mos
Banc of America Investment Services, INC.Broker
November 1999 - September 2006 · 6 yrs 10 mos
State Registrations2 states
NYTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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