Kevin
Serensits

Bb&T Securities, LLC

CRD#726011
Investment Advisor
in Charlotte, NC
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About this Advisor

Kevin Serensits is a financial advisor located in Charlotte, North Carolina. Currently an advisor with Bb&T Securities, LLC, they have accrued 11 years of work experience. Serensits holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Serensits is registered to work with clients in Pennsylvania. Over the course of their career, Serensits has held roles at Cetera Investment Services LLC, National Penn Bank, Cetera Investment Advisers LLC, Bb&T Securities, LLC and Bb&T Investment Services, Inc. Bb&T Securities, LLC is based out of Charlotte, North Carolina, and has 1,470 other offices in the nation. As a company, Bb&T Securities, LLC oversees $19 billion in assets dispersed across 44,665 accounts and employs more than 1,823 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the country. The firm manages 36,169 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 8% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Bb&T Securities, LLC can offer 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

No

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

$19,110,408,254

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

1,823

NC Average: 32
Total Number of Accounts

44,665

NC Average: 1,458
Average Account Size

$427,861

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

Kevin Serensits Work History

Kevin has 11 years of experience.

2018 - Present (1 years)

Bb&T Securities, LLC

2016 - Present (3 years)

Bb&T Investment Services, Inc

2014 - 2016 (2 years)

Cetera Investment Advisers LLC

2008 - 2016 (8 years)

National Penn Bank

2007 - 2016 (9 years)

Cetera Investment Services LLC

Disclosures

Kevin Serensits has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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