Martha J. Hix-siceloff

TRUIST ADVISORY SERVICES

WINSTON-SALEM, NC 27104

Some features on this profile are disabled

CRD#: 2222313

Professional summary

Martha Jon Hix-siceloff, who also goes by Martha Jon Hix, Sam Hix, Martha John Hix-siceloff, Martha Sam, Martha Hix Siccloff, Martha Hix Siceloff, Sam Siceloff, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Winston-salem, North Carolina and TRUIST INVESTMENT SERVICES, INC. located in Winston-salem, North Carolina.

Martha is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Martha has worked at 10 firms and has passed the Series 65, Series 63, Series 57TO, SIE, Series 31, Series 55, Series 7 and Series 24 exams.

Aliases

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martha Jon Hix-siceloff's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 17, 2021 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 110 S Stratford Rd Fl 5, Winston-salem, NC 27104

RIA

CRD#: 283390

WINSTON-SALEM, NC

Current

February 17, 2021 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 110 S Stratford Rd Ste 502, Winston-salem, NC 27104

CRD#: 17499

WINSTON-SALEM, NC

Past

January 2, 2013 - February 17, 2021

BB&T SECURITIES, LLC

RIA

CRD#: 142785

RICHMOND, VA

Past

January 2, 2013 - February 17, 2021

BB&T SECURITIES, LLC

CRD#: 142785

RICHMOND, VA

Past

December 12, 2008 - January 2, 2013

SCOTT & STRINGFELLOW, LLC

RIA

CRD#: 6255

WINSTON-SALEM, NC

Past

December 12, 2008 - January 2, 2013

SCOTT & STRINGFELLOW, LLC

CRD#: 6255

WINSTON-SALEM, NC

Past

October 21, 2005 - December 15, 2008

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

CLEMMONS, NC

Past

June 4, 2003 - December 15, 2008

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

CLEMMONS, NC

Past

June 15, 2002 - August 14, 2002

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

February 14, 2000 - June 15, 2002

WACHOVIA SECURITIES, INC.

CRD#: 431

CHARLOTTE, NC

Past

October 6, 1997 - February 14, 2000

WACHOVIA BROKERAGE SERVICE

CRD#: 17503

WINSTON SALEM, NC

Past

September 13, 1996 - June 24, 1997

DENMARK INVESTMENT SERVICES, INC.

CRD#: 2778

BEACHWOOD, OH

Past

August 23, 1995 - May 28, 1996

FIRST UNION CAPITAL MARKETS CORP.

CRD#: 6124

CHARLOTTE, NC

Past

November 22, 1994 - June 13, 1995

KEYBANC CAPITAL MARKETS INC.

CRD#: 566

CLEVELAND, OH

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".

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.

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

Alabama
(2/17/2021)

Alaska
(4/9/2021)

Arizona
(2/17/2021)

Arkansas
(4/9/2021)

California
(2/17/2021)

Colorado
(4/9/2021)

Connecticut
(2/17/2021)

Delaware
(4/9/2021)

District of Columbia
(2/17/2021)

Florida
(2/17/2021)

Georgia
(2/17/2021)

Hawaii
(2/17/2021)

Idaho
(2/17/2021)

Illinois
(2/17/2021)

Indiana
(2/17/2021)

Iowa
(4/9/2021)

Kansas
(2/17/2021)

Kentucky
(2/17/2021)

Louisiana
(4/9/2021)

Maine
(4/9/2021)

Maryland
(2/17/2021)

Massachusetts
(2/17/2021)

Michigan
(4/9/2021)

Minnesota
(4/9/2021)

Mississippi
(2/17/2021)

Missouri
(2/17/2021)

Montana
(4/9/2021)

Nebraska
(4/9/2021)

Nevada
(4/9/2021)

New Hampshire
(4/9/2021)

New Jersey
(4/9/2021)

New Mexico
(4/9/2021)

New York
(2/17/2021)

North Carolina
(2/17/2021)

IAR

North Carolina
(2/17/2021)

North Dakota
(4/9/2021)

Ohio
(2/17/2021)

Oklahoma
(2/17/2021)

Oregon
(4/9/2021)

Pennsylvania
(2/17/2021)

Puerto Rico
(4/9/2021)

Rhode Island
(4/9/2021)

South Carolina
(2/17/2021)

South Dakota
(4/9/2021)

Tennessee
(2/17/2021)

Texas
(2/17/2021)

Utah
(2/17/2021)

Vermont
(2/17/2021)

Virgin Islands
(4/9/2021)

Virginia
(2/17/2021)

Washington
(2/17/2021)

West Virginia
(2/17/2021)

Wisconsin
(2/17/2021)

Wyoming
(4/9/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/3/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/29/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 57TO

Date: 1/2/2023

Securities Trader Exam

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 9/19/2011

Futures Managed Funds Examination

General Industry/Product Exam

Series 55

Date: 9/29/2000

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 11/21/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/18/1997

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

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)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (12/1/2025)

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (12/1/2025)

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	Cover Page	Report
03/28/2024	Cover Page	Report
04/26/2023	Cover Page	Report

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.

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Edgar Duran

TRANSAMERICA FINANCIAL ADVISORS, LLC

WEST PALM BEACH, FL

Lauren Providence

A. T. BROD & CO. INC.

Douglas Kelly

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Latham, NY

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Martha J. Hix-siceloff

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martha Jon Hix-siceloff's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

SCOTT & STRINGFELLOW, LLC

SCOTT & STRINGFELLOW, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WACHOVIA SECURITIES, INC.

WACHOVIA BROKERAGE SERVICE

DENMARK INVESTMENT SERVICES, INC.

FIRST UNION CAPITAL MARKETS CORP.

KEYBANC CAPITAL MARKETS INC.

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/3/2005

Series 63

Date: 8/29/1995

Series 57TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 31

Date: 9/19/2011

Series 55

Date: 9/29/2000

Series 7

Date: 11/21/1994

Series 24

Date: 4/18/1997

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUIST ADVISORY SERVICES, INC.

TRUST BUT VERIFY

Contact information

Similar Advisors