Adriana
Mendez-Rugh

Bb&T Securities, LLC

CRD#3198611
Investment Advisor
in Charlotte, NC
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About this Advisor

Adriana Mendez-Rugh is a certified financial planner who lives in Charlotte, North Carolina. Currently an investment advisor with Bb&T Securities, LLC, they have accumulated 11 years of professional experience in the financial advisory industry. Mendez-Rugh has a Series 63 license, qualifying them as a securities representative. Mendez-Rugh is registered to serve clients based out of North Carolina. During their career, the advisor has held roles at Bank Of America, Bank Of America Investment Services, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Bb&T Securities, LLC, Bb&T Investment Services, Inc and Bb&T Bank. Bb&T Securities, LLC is headquartered in Charlotte, North Carolina, and has 1,470 other brick-and-mortar locations in the country. In aggregate, Bb&T Securities, LLC oversees $19 billion in assets throughout 44,665 accounts and retains more than 1,823 people. The level of assets currently under the firm's management places it among the biggest investment advisory firms in the country. The firm manages 36,169 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 8% of the advisor firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Bb&T Securities, LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

5130 Parkway Plaza Blvd
Charlotte, NC 28217

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Bb&T Securities, LLC Brokerage Details

Total Assets Under Management

$20,257,150,583

NC Average: $1,835,309,194
Total Number of Employees

1,840

NC Average: 32
Total Number of Accounts

56,514

NC Average: 1,458
Average Account Size

$358,445

NC Average: $1,258,785

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Adriana Mendez-Rugh Work History

Adriana has 11 years of experience.

2018 - Present (1 year)

Bb&T Securities, LLC

2016 - Present (3 years)

Bb&T Investment Services, Inc

2016 - Present (3 years)

Bb&T Bank

2009 - 2016 (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2007 - 2009 (2 years)

Bank Of America

2007 - 2009 (2 years)

Bank Of America Investment Services, Inc

Disclosures

Adriana Mendez-Rugh has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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