Form CRS/Reg BI Documents

Form CRS and Reg BI Disclosures
BB&T Securities provides both brokerage and investment advisory services. The Form CRS and Reg BI Disclosure documents below explain the differences between brokerage and investment advisory services BB&T Securities offers.

BB&T Securities Form CRS
BB&T Securities Reg BI Disclosures

BB&T Securities Form ADV Disclosure Documents
Click here to view

BB&T Securities Operational and Other Service Fees
Click here to view the Firm’s operational fee schedules

Brokerage Agreements
Click here for the BB&T Scott & Stringfellow brokerage agreement
Click here for the BB&T Investments brokerage agreement
Click here for the Sterling Advisors brokerage agreement

Insured Deposit Program (“IDP”) Terms & Conditions
Click here to view the IDP Terms & Conditions
To view your IDP Program Bank List, click here.

Relationship Disclosure
The firm receives voluntary monies from several partner firms that is used for the general education and training of the financial advisors. Click here to view the firm’s full relationship disclosure.