JM
Joseph E. Martin
TRUIST ADVISORY SERVICES
PALM BEACH, FL 33480
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CRD#: 1303574
JM
Professional summary
Joseph Edwin Martin, who also goes by Joe Martin, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Palm Beach, Florida and TRUIST INVESTMENT SERVICES, INC. located in Palm Beach, Florida.
Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Joseph has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 10, Series 9 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joe Martin
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
FOSTER REALTY LLC POSITION: Member NATURE: FOSTER REALTY LLC, 31 ALLEGHENY AVE TOWSON, MD 21204, NOT PUBLICLY TRADED, DOES NOT COMPETE W/BB&T CORP OR AFFILIATES, $399K Real EstateINVESTMENT, NO EARNINGS SINCE 2008, OPERATING LOSSES. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 05/14/2008 ADDRESS: 31 Allegheny Avenue, Towson MD 21030, United States DESCRIPTION: Illiquid alternative IRA custodial investment
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Edwin Martin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 1, 2020 - Present
TRUIST ADVISORY SERVICES, INC.
Office #1: 125 Worth Avenue, Palm Beach, FL 33480RIA
CRD#: 283390
PALM BEACH, FL
Current
September 1, 2020 - Present
TRUIST INVESTMENT SERVICES, INC.
Office #1: 125 Worth Ave Ste 100 & 200, Palm Beach, FL 33480BD
CRD#: 17499
PALM BEACH, FL
Past
January 2, 2013 - March 2, 2021
BB&T SECURITIES, LLC
RIA
CRD#: 142785
RICHMOND, VA
Past
January 2, 2013 - February 17, 2021
BB&T SECURITIES, LLC
BD
CRD#: 142785
RICHMOND, VA
Past
November 30, 2012 - January 2, 2013
SCOTT & STRINGFELLOW, LLC
RIA
CRD#: 6255
TOWSON, MD
Past
October 9, 2012 - January 2, 2013
SCOTT & STRINGFELLOW, LLC
BD
CRD#: 6255
TOWSON, MD
Past
June 16, 2009 - December 31, 2010
MONEY CONCEPTS CAPITAL CORP
BD
CRD#: 12963
TOWSON, MD
Past
September 13, 2006 - September 29, 2008
RESRV PARTNERS, INC.
BD
CRD#: 10273
NEW YORK, NY
Past
August 7, 2000 - January 8, 2002
MID ATLANTIC INVESTOR SERVICES, INC.
BD
CRD#: 31002
WASHINGTON, DC
Past
July 24, 1989 - September 15, 2006
FERRIS, BAKER WATTS, LLC
BD
CRD#: 285
HUNT VALLEY, MD
Past
January 30, 1989 - July 29, 1989
THOMSON MCKINNON SECURITIES INC.
BD
CRD#: 829
NEW YORK, NY
Past
October 26, 1984 - March 6, 1989
LEHMAN BROTHERS INC.
BD
CRD#: 7506
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - (5/18/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/1/2020)
RR
California(9/1/2020)
RR
Colorado(12/20/2023)
RR
Connecticut(9/1/2020)
RR
Delaware(9/1/2020)
RR
District of Columbia(2/17/2021)
RR
Florida(9/1/2020)
IAR
Florida(1/23/2024)
RR
Georgia(2/17/2021)
RR
Hawaii(10/7/2025)
RR
Idaho(2/17/2021)
RR
Illinois(9/1/2020)
RR
Indiana(2/17/2021)
RR
Iowa(12/20/2023)
RR
Kansas(3/21/2023)
RR
Kentucky(3/21/2023)
RR
Maine(2/17/2021)
RR
Maryland(9/1/2020)
IAR
Maryland(9/1/2020)
RR
Massachusetts(2/17/2021)
RR
Michigan(9/1/2020)
RR
Minnesota(2/17/2021)
RR
Mississippi(3/27/2025)
RR
Montana(3/21/2023)
RR
Nevada(12/6/2023)
RR
New Hampshire(3/27/2025)
RR
New Jersey(9/1/2020)
RR
New Mexico(6/30/2023)
RR
New York(9/1/2020)
RR
North Carolina(2/17/2021)
RR
Ohio(2/17/2021)
RR
Oregon(1/31/2025)
RR
Pennsylvania(9/3/2020)
RR
Rhode Island(2/17/2021)
RR
South Carolina(2/17/2021)
RR
South Dakota(1/2/2024)
RR
Tennessee(9/1/2020)
RR
Texas(2/17/2021)
IAR
Texas(4/15/2021)
RR
Vermont(8/13/2024)
RR
Virginia(9/3/2020)
RR
Washington(2/17/2021)
RR
West Virginia(2/17/2021)
RR
Wisconsin(3/21/2023)
RR
Wyoming(2/17/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 1/19/1993
General Securities Sales Supervisor Examination (Options Module & General Module)SRO Registrations
RR
FINRA
Current Firm
TA
TRUIST ADVISORY SERVICES, INC.
SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.
CRD#: 283390 / SEC#: 801-107729
RIA
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Contact information
Main Address
303 Peachtree Street 2nd Floor, Atlanta, GA 30303
Mailing Address
Po Box 4418 Mc 107, Atlanta, GA 30302
Phone number
(800) 874-4770
Established
Firm type
Fiscal year end
# of Employees
2,469
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.
Company Information
TRUIST ADVISORY SERVICES, INC.
CRD#: 283390Palm Beach, FL 33480TRUST BUT VERIFY
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Contact information
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