Ed
Cwalina

Bb&T Securities, LLC

CRD#1123493
Investment Advisor
in Charlotte, NC
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About this Advisor

Ed Cwalina is a financial advisor whose office is in Charlotte, North Carolina. Currently a registered advisor with Bb&T Securities, LLC, they have accumulated 11 years of practice in the financial advisory industry. Cwalina holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Cwalina can work with investors in Pennsylvania. Their career trajectory has included roles at National Penn Bank, Bb&T Securities, LLC, Cetera Investment Services LLC, Cetera Investment Advisers LLC and Bbtis. Bb&T Securities, LLC is headquartered in Charlotte, North Carolina, and operates out of 1,470 locations throughout the nation. In total, Bb&T Securities, LLC oversees $19 billion in assets throughout 44,665 client accounts and employs more than 1,823 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the nation. The firm manages 36,169 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. 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 can provide 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's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

Yes

Office Location

200 S College St 11Th Fl
Charlotte, NC 28202

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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

Ed Cwalina Work History

Ed has 11 years of experience.

2018 - Present (1 year)

Bb&T Securities, LLC

2016 - Present (3 years)

Bbtis

2014 - 2016 (2 years)

Cetera Investment Advisers LLC

2008 - 2016 (8 years)

National Penn Bank

2007 - 2016 (9 years)

Cetera Investment Services LLC

Disclosures

Ed Cwalina has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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