Investment adviser · CRD 142785

BB&T SECURITIES, LLC

Investment adviser filing (IA)

RICHMOND, VA, United States · Form ADV filed Dec 15, 2020

Regulatory AUM: $26.2B
Client accounts: 64,869
Employees: 1,833
Advisory professionals: 568

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Individuals	58,320	$12,941,015,493	49.5%
High-net-worth individuals	4,802	$10,805,084,828	41.3%
Corporations & businesses	711	$1,253,381,984	4.8%
Charities	437	$448,990,383	1.7%
Retirement plans	569	$327,400,434	1.3%
Banks & thrifts	14	$261,230,862	1.0%
Government entities	16	$122,933,540	0.5%

Filing source

Form ADV 1474194 · Dec 15, 2020 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Dec 15, 2020. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

901 EAST BYRD STREET, RIVERFRONT PLAZA, WEST TOWER
RICHMOND, VA, 23219, United States

CRD 142785

Filing source

Form ADV 1474194 · Dec 15, 2020 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.