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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Bb&T Securities 2 years, 10 months Nov 2016 - Present
Alexandria Capital 2 years, 9 months Feb 2014 - Nov 2016
Sfi Inc. 10 months Aug 2012 - Jun 2013
Weissman Federal Str 1 year, 6 months Apr 2011 - Oct 2012
Clean Water Initiative 1 year, 4 months Dec 2009 - Apr 2011
American Rivers 5 years Dec 2004 - Dec 2009

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Eli Weissman

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 16, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 5, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Bb&T Securities, LLC

Last updated on Sept. 11, 2019
    • $20.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 57K
      Accounts
    • $358.4K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Commissions