Unclaimed Profile

Peter Jon Vanderfleet

SHDR INVESTMENT ADVISERS, INC.·GREENVILLE, South Carolina

SIE, Series 3, Series 7, Series 63, Series 65Clean record24 years registeredSHDR INVESTMENT ADVISERS, INC.

3 INDEPENDENCE POINTE, SUITE 102, GREENVILLE, SC 29615-4543CRD# 848493Firm CRD# 106156

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter Jon Vanderfleet · GREENVILLE, SC

Registration

CRD #848493 · SHDR INVESTMENT ADVISERS, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SHDR INVESTMENT ADVISERS, INC.

INTERCAROLINA FINANCIAL SERVICES, INC.

Dec 2001 – Nov 2003

GREENSBORO, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · December 31, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.

CRD 106156 · SEC 801-42913

AUM

$9.0B

Regulatory assets under management

Employees

984 client accounts

Services offered by BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC. →

Introduction

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Frequently Asked Questions

What services does Peter Jon Vanderfleet offer?

Peter Jon Vanderfleet specializes in Investment Management, Wealth Management.

What are Peter Jon Vanderfleet's credentials?

Peter Jon Vanderfleet is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Jon Vanderfleet located?

Peter Jon Vanderfleet is based in GREENVILLE, South Carolina, last registered with SHDR INVESTMENT ADVISERS, INC..

How does Peter Jon Vanderfleet charge for services?

Peter Jon Vanderfleet's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SHDR INVESTMENT ADVISERS, INC.?

SHDR INVESTMENT ADVISERS, INC. has approximately 54 employees and manages $9.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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