Unclaimed Profile

Phillip Michael Floyd

SHDR INVESTMENT ADVISERS, INC.·GREENVILLE, South Carolina

SIE, Series 7, Series 24, Series 63, Series 65Clean recordSHDR INVESTMENT ADVISERS, INC.

3 INDEPENDENCE POINTE, SUITE 102, GREENVILLE, SC 29615-4543CRD# 2756018Firm CRD# 106156

Profile Verification

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

Identity

Phillip Michael Floyd · GREENVILLE, SC

Registration

CRD #2756018 · SHDR INVESTMENT ADVISERS, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

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 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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