Peter
Kelly

Bb&T Securities, LLC

CRD#5723229
Investment Advisor
in Charlotte, NC
Are you Peter Kelly? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Peter Kelly is a financial advisor who works in Charlotte, North Carolina, with a total of 13 years of work experience. Kelly is on the advisory team at Bb&T Securities, LLC. Over the course of their career, Kelly has held roles at Morgan Stanley Smith Barney, White Rose Bar & Grill, University Of Phoenix, Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Victors Italian Restaurant, Pnc Investments and Bb&T Securities, LLC. Kelly has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania. Bb&T Securities, LLC is a business that has its headquarters in Charlotte, North Carolina. The firm has offices in 1,470 locations and a total of 1,823 people on staff. It controls $19 billion in assets under management across its 44,665 customer accounts, making it one of the largest firms in the nation by assets under management. The firm provides financial advisory services to 329 charities and foundations. Of its 44,665 customer accounts, just 8% are held by high-net-worth individuals who have greater than $1 million in assets. Bb&T Securities, LLC offers a broad assortment 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. A financial advisor's fee schedules typically are based on the type of financial services. However, fee types charged by Bb&T Securities, LLC may include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

200 S College St 11Th Fl
Charlotte, NC 28202

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Peter Kelly Work History

Peter has 13 years of experience.

2018 - Present (1 year)

Bb&T Securities, LLC

2017 - Present (2 years)

Bb&T

2017 - Present (2 years)

Bbtis

2017 - 2017 (< 1 year)

Santander Bank, Na

2017 - 2017 (< 1 year)

Santander Securities, LLC

2016 - 2017 (1 year)

Pnc Investments

2012 - 2012 (< 1 year)

Victors Italian Restaurant

2012 - 2016 (4 years)

Pnc Investments

2011 - 2011 (< 1 year)

Northwestern Mutual Investment Services, LLC

2011 - 2012 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2011 - 2012 (1 year)

Bank Of America, N.A

2010 - 2011 (1 year)

Northwestern Mutual Life Insurance Company

2009 - 2010 (1 year)

Morgan Stanley Smith Barney

2007 - 2009 (2 years)

University Of Phoenix

2005 - 2011 (6 years)

White Rose Bar & Grill

Disclosures

Peter Kelly has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started