Bb&T Securities, LLC

Investment Advisor
in Charlotte, NC
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About this Advisor

Matthew Rossi is a certified financial planner based in Charlotte, North Carolina, with a total of 14 years of work experience. Rossi currently works for Bb&T Securities, LLC. Rossi has gained experience at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Wells Fargo Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bb&T Securities, LLC, Bb&T and Bbtis. Rossi holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in North Carolina. Bb&T Securities, LLC is a company that has its headquarters in Charlotte, North Carolina. It has offices in 1,470 locations and a total of 1,823 advisors. It has $19 billion in assets under management across its 44,665 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 329 charitable organizations. Of its 44,665 customer accounts, just 8% are held by high-net-worth investors who have greater than $1 million in assets. Bb&T Securities, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on which services are provided. Fees billed by Bb&T Securities, LLC most likely include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 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 Rossi Work History

Matthew has 14 years of experience.

2018 - Present (1 year)

Bb&T Securities, LLC

2017 - Present (2 years)


2016 - Present (3 years)


2013 - 2016 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2011 - 2013 (2 years)

Wells Fargo Securities, LLC

2004 - 2011 (7 years)

Tiaa-Cref Individual & Institutional Services, LLC

2004 - 2011 (7 years)



Matthew Rossi has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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