Matthew
Masten

Bb&T Securities, LLC

CRD#3087394
Investment Advisor
in Raleigh, NC
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About this Advisor

Matthew Masten is a certified financial planner who works in Raleigh, North Carolina. Currently a registered advisor at Bb&T Securities, LLC, they have accumulated 13 years of practice in the financial advisory industry. Masten has Series 65 and Series 66 licenses, which designate them as both a securities agent and an investment advisor representative. Masten is registered to operate based out of North Carolina. Masten has gained experience at Bb&T Investment Services and Bb&T Securities, LLC. Bb&T Securities, LLC is based out of Raleigh, North Carolina, and operates out of 1,470 brick-and-mortar locations in the nation. In total, Bb&T Securities, LLC manages $19 billion in assets throughout 44,665 client accounts and retains more than 1,823 people. The firm's total assets under management makes it one of the largest investment 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 investment firm's investors are high-net-worth individuals, meaning they have greater 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 65, Series 66, Certified Financial Planner

Years of Experience

13 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

4460 Six Forks Rd
Raleigh, NC 27609

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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

Matthew Masten Work History

Matthew has 13 years of experience.

2018 - Present (1 years)

Bb&T Securities, LLC

2005 - Present (14 years)

Bb&T Investment Services

Disclosures

Matthew Masten has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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