Bb&T Securities, LLC

Investment Advisor
in Charlotte, NC
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About this Advisor

Matthew Malone is a certified financial planner located in Charlotte, North Carolina. Currently an investment advisor at Bb&T Securities, LLC, they have accrued 12 years of professional experience in the financial advisory industry. Malone holds a Series 63 license, which certifies the advisor as a securities agent. Malone is able to operate in North Carolina. Their career trajectory has included roles at Suntrust Investment Services, Inc, Bb&T Bank, Bb&T Investments and Bb&T Securities, LLC. Bb&T Securities, LLC is headquartered in Charlotte, North Carolina, and operates out of 1,470 other locations in the country. Overall, Bb&T Securities, LLC manages $19 billion in assets throughout 44,665 accounts and employs more than 1,823 people. The amount of assets the firm manages makes it one of the largest financial advisory firms in the United States. 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 advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable 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's fees may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

12 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



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


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


NC Average: 32
Total Number of Accounts


NC Average: 1,458
Average Account Size


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

Matthew Malone Work History

Matthew has 12 years of experience.

2018 - Present (1 year)

Bb&T Securities, LLC

2010 - Present (9 years)

Bb&T Bank

2010 - Present (9 years)

Bb&T Investments

2006 - 2009 (3 years)

Suntrust Investment Services,Inc


Matthew Malone has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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