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Phillip Michael Floyd

SHDR INVESTMENT ADVISERS, INC.·GREENVILLE, South Carolina
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3 INDEPENDENCE POINTE, SUITE 102, GREENVILLE, SC 29615-4543CRD# 2756018Firm CRD# 106156
01

About

Phillip Michael Floyd is a registered financial advisor based in GREENVILLE, South Carolina, affiliated with SHDR INVESTMENT ADVISERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.
BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.
AUM
$9.0B
Regulatory assets under management
Employees
54
Total firm employees
View all advisors at BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2756018
Firm CRD# 106156
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Phillip Michael Floyd offer?
Phillip Michael Floyd specializes in Investment Management, Wealth Management. Contact their office in GREENVILLE, South Carolina for a consultation.
What are Phillip Michael Floyd's credentials?
Phillip Michael Floyd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Phillip Michael Floyd located?
Phillip Michael Floyd is based in GREENVILLE, South Carolina, working with SHDR INVESTMENT ADVISERS, INC.. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does Phillip Michael Floyd charge for services?
Phillip Michael Floyd'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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Other advisors in GREENVILLE
Patricia Balentine — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Christopher A. Jones — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Ralph Bryan Barany — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.Tod Joel Robinson — PLANFIRST INCWilliam Henley Shawcross — BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.
Nearby cities in South Carolina
CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)
City Guides
CHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT GuideFLORENCE Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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