Santiago
Torres

Bb&T Securities, LLC

CRD#5644622
Investment Advisor
in Charlotte, NC
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About this Advisor

Santiago Torres is an investment advisor located in Charlotte, North Carolina. Currently a registered financial advisor with Bb&T Securities, LLC, they have gathered 10 years of work experience as a financial advisor. Torres holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Torres is registered to work with clients based out of Pennsylvania. During their career, the advisor has held roles at Jpmorgan Chase Bank Na, Chase Investments Services Corp, Amscot Financial, Pnc Bank, Pnc Investments, Bb&T Securities, LLC, Bb&T Investment Services, Inc and Bb&T Bank. Bb&T Securities, LLC is headquartered in Charlotte, North Carolina, and has 1,470 other locations in the nation. Overall, Bb&T Securities, LLC oversees $19 billion in assets throughout 44,665 client accounts and employs more than 1,823 people. The amount of assets the firm manages places it among the largest financial advisory firms in the country. The firm manages 36,169 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 8% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. Bb&T Securities, LLC can provide 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

10 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

$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

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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

Santiago Torres Work History

Santiago has 10 years of experience.

2018 - Present (1 years)

Bb&T Securities, LLC

2017 - Present (2 years)

Bb&T Investment Services, Inc

2017 - Present (2 years)

Bb&T Bank

2010 - 2016 (6 years)

Pnc Bank

2010 - 2016 (6 years)

Pnc Investments

2009 - 2010 (1 years)

Jpmorgan Chase Bank Na

2009 - 2010 (1 years)

Chase Investments Services Corp

2008 - 2009 (1 years)

Amscot Financial

Disclosures

Santiago Torres has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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