Sidney S. Fenton
Professional summary
Sidney Suzette Fenton, who also goes by Sidney Suzette Deno, Sidney Suzzette Deno, Sidney Suzette Hobbs, Suzette Hobbs, Sidney Suzette Robnettdeno, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Westlake, Texas and TRUIST INVESTMENT SERVICES, INC. located in Westlake, Texas.
Sidney is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Sidney has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sidney Suzette Fenton's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 1, 2021 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 1301 Solana Blvd Ste 2340, Westlake, TX 76262June 1, 2021 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 1301 Solana Blvd Bl 2 - Ste 2340, Westlake, TX 76262May 16, 2013 - June 1, 2021
BBVA SECURITIES INC.
October 15, 2010 - June 1, 2021
PNC MANAGED ACCOUNT SOLUTIONS, INC.
April 1, 2010 - October 15, 2010
ST JOHNS WEALTH MANAGEMENT
June 12, 2002 - March 10, 2010
BBVA COMPASS INVESTMENT SOLUTIONS, INC
December 1, 1993 - May 16, 2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC
October 26, 1990 - November 16, 1993
BANC ONE SECURITIES CORPORATION
September 7, 1990 - October 26, 1990
MBANK CAPITAL MARKETS, INC.
July 9, 1984 - August 3, 1987
INDEPENDENT BROKERAGE CORPORATION OF AMERICA, INC.
April 18, 1984 - July 3, 1984
TEXAS SECURITIES, INC.
Primary Firm SEC Registration
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
FINRA
Current Firm
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
Contact information
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 124,363 |
| AUM (Assets Under Management) | $ 67,736,740,585 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/24/2025 | ||
| 03/28/2024 | ||
| 04/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
