Bb&t Institutional Investment Advisers, Inc.

Bb&t Institutional Investment Advisers, Inc. (CRD# 106156) is a financial advisory firm headquartered in Greenville, SC. They manage $3,761,655,245 in 258 accounts and serve the financial needs of clients across 16 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3,762
    MILLION
  • Total Number of Accounts
    258
    ACCOUNTS
  • Average Account Value
    $14,580,059
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, DC, DE, FL, GA, IN, KY, MD, NC, PA, SC, SD, TN, TX, VA, WV

Financial Advisors at Bb&t Institutional Investment Advisers, Inc.
Showing 1 - 10 of 73 top financial advisors.
1
Peggy D. Scott
CRD#: 2048648
3 Independence Pointe, Suite 102, Greenville, SC 29615
96
Wealthminder
score

Peggy Scott (CRD# 2048648) is an Investment Advisor Representative working at Bb&t Institutional Investment Advisers, Inc. in Greenville, SC and has over 25 years of experience in the finance industry. Peggy Scott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William D. Shealy
CRD#: 2942488
3 Independence Pointe, Suite 102, Greenville, SC 29615
96
Wealthminder
score

William Shealy (CRD# 2942488) is an Investment Advisor Representative working at Bb&t Institutional Investment Advisers, Inc. in Greenville, SC and has over 19 years of experience in the finance industry.

3
Robert B. Appleman
CRD#: 3267489
271 17th St Nw Ste 700, Atlanta, GA 30363
93
Wealthminder
score

Robert Appleman (CRD# 3267489) is an Investment Advisor Representative working at Bb&t Institutional Investment Advisers, Inc. in Atlanta, GA and has over 17 years of experience in the finance industry.

4
Cindy B. Autry
CRD#: 5584435
3 Independence Pointe, Suite 102, Greenville, SC 29615
93
Wealthminder
score

Cindy Autry (CRD# 5584435) is an Investment Advisor Representative working at Bb&t Institutional Investment Advisers, Inc. in Greenville, SC and has over 8 years of experience in the finance industry.

5
Charmaine J. Balok
CRD#: 3207582
3 Independence Pointe, Suite 102, Greenville, SC 29615
93
Wealthminder
score

Charmaine Balok (CRD# 3207582) is an Investment Advisor Representative working at Bb&t Institutional Investment Advisers, Inc. in Greenville, SC and has over 16 years of experience in the finance industry.

6
Ralph B. Barany
CRD#: 2048181
3 Independence Pointe, Suite 102, Greenville, SC 29615
93
Wealthminder
score

Ralph Barany (CRD# 2048181) is an Investment Advisor Representative working at Bb&t Institutional Investment Advisers, Inc. in Greenville, SC and has over 26 years of experience in the finance industry.

7
Meredith M. Barbour
CRD#: 4683095
3 Independence Pointe, Suite 102, Greenville, SC 29615
93
Wealthminder
score

Meredith Barbour (CRD# 4683095) is an Investment Advisor Representative working at Bb&t Institutional Investment Advisers, Inc. in Greenville, SC and has over 8 years of experience in the finance industry.

8
John M. Barry
CRD#: 4620534
3 Independence Pointe, Suite 102, Greenville, SC 29615
93
Wealthminder
score

John Barry (CRD# 4620534) is an Investment Advisor Representative working at Bb&t Institutional Investment Advisers, Inc. in Greenville, SC and has over 14 years of experience in the finance industry.

9
Suzanne G. Brooks
CRD#: 3163957
3 Independence Pointe, Suite 102, Greenville, SC 29615
93
Wealthminder
score

Suzanne Brooks (CRD# 3163957) is an Investment Advisor Representative working at Bb&t Institutional Investment Advisers, Inc. in Greenville, SC and has over 17 years of experience in the finance industry.

10
David R. Buck
CRD#: 4709312
3 Independence Pointe, Suite 102, Greenville, SC 29615
93
Wealthminder
score

David Buck (CRD# 4709312) is an Investment Advisor Representative working at Bb&t Institutional Investment Advisers, Inc. in Greenville, SC and has over 12 years of experience in the finance industry.

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