BB&T SECURITIES LLC Overview
Bb&t Securities Llc is an investment advisor that manages 7.9 BN dollars in regulatory AUM and has 969 employees, of which 362 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/13 to 09/30/18. The fund's latest filing disclosed 10BN in positions, representing 128% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/13 to 09/30/18. The fund's latest filing disclosed 10BN in positions, representing 128% of the manager's regulatory AUM.
BB&T SECURITIES LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
BB&T SECURITIES LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 1.31% | Tech | -4.92% | 0.12% | 0 | 41% | ||
| JNJ | 1.18% | Health | 6.51% | 0.12% | 0 | 34% | ||
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FEATURED IN
BB&T SECURITIES LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| George William Iv Robbins | Board Of Managers/Senior Managing Director/President Bb&T Securities Service | January-2013 |
| Bryan Scott Cram | President Private Client Group/ Board Of Managers | January-2013 |
| Randall Barrett Saufley | Chief Financial Officer/Finop/Managing Director | January-2013 |
| Alexander Wilson Cecil | Chief Compliance Officer/Board Of Managers | January-2013 |
| Merlin T Grim | Financial Operations & Risk Officer/Sr. Managing Director / Board Of Managers | January-2013 |
| William Rufus Iii Yates | Chief Executive Officer/ Board Of Managers | January-2013 |
| Justin Shane Thompson | Rop | January-2013 |
| John Bernard Jr Jung | Sr Managing Director/Head Of Capital Markets /Board Of Managers | January-2013 |
| Sidney Buford Scott | Chairman Board Of Managers | January-2013 |
| Hal Swords Johnson | Board Of Managers | January-2013 |
| Patrick Arthur O'Shea | Senior Managing Director/Head Of Equity Capital Markets/Board Of Managers | January-2013 |
| William Edward Hardy | Senior Managing Director/Head Of Fixed Income Capital Markets/Board Of Managers | January-2013 |
| Michael Cole Owen | Senior Managing Director/Regional Manager | January-2013 |
| Michael Douglas Ball | Senior Managing Director/Regional Manager | January-2013 |
| Thomas Michael Clark | Board Of Managers | February-2015 |
BB&T SECURITIES LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
BB&T SECURITIES LLC Investment Strategy
Item 8 – Client Contact with Portfolio Manager
A. Unified Managed Account Program
Clients have access to a portfolio manager through various means acceptable to both parties either in-person, by conference call or email. Access to the portfolio manager may be coordinated through the Client’s financial advisor. In some cases, geographic differences may dictate that an in-person meeting is not feasible and that other means must suffice.
B. Professional Management Program; S&S Advisor
Account Program; Spectrum Investment Program
Item 7 – Client Information Provided to Portfolio
Manager
A. Unified Managed Account Program
Where a portfolio manager acts in the capacity of Alpha Provider and solely communicates its investment recommendations to be executed by the Firm in the capacity of Overlay Manager, no client information is provided to the portfolio manager. Where a portfolio manager is acting in the c...
Unlock Full Investment Process Description
A. Unified Managed Account Program
Clients have access to a portfolio manager through various means acceptable to both parties either in-person, by conference call or email. Access to the portfolio manager may be coordinated through the Client’s financial advisor. In some cases, geographic differences may dictate that an in-person meeting is not feasible and that other means must suffice.
B. Professional Management Program; S&S Advisor
Account Program; Spectrum Investment Program
Item 7 – Client Information Provided to Portfolio
Manager
A. Unified Managed Account Program
Where a portfolio manager acts in the capacity of Alpha Provider and solely communicates its investment recommendations to be executed by the Firm in the capacity of Overlay Manager, no client information is provided to the portfolio manager. Where a portfolio manager is acting in the c...
Unlock Full Investment Process Description
BB&T SECURITIES LLC Portfolio Concentration
BB&T SECURITIES LLC Location
901 EAST BYRD STREET
RIVERFRONT PLAZA, WEST TOWER
RICHMOND, Virginia
UNITED STATES, 23219
RIVERFRONT PLAZA, WEST TOWER
RICHMOND, Virginia
UNITED STATES, 23219
BB&T SECURITIES LLC Contact Information
Phone Number: 804-643-1811
Fax Number: 804-783-6032
Website: null
Fax Number: 804-783-6032
Website: null
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