Unclaimed Profile

William Henley Shawcross

BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.·GREENVILLE, South Carolina

Series 65Clean record23 years registeredBB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.

111 MILLPORT CIRCLE, FLOOR 2, GREENVILLE, SC 29607CRD# 4569262Firm CRD# 106156

Profile Verification

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

Identity

William Henley Shawcross · GREENVILLE, SC

Registration

CRD #4569262 · BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.

BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.

Jan 2021 – Feb 2021

Greensboro, NC

BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.

Mar 2011 – Dec 2020

GREENVILLE, SC

BB&T ASSET MANAGEMENT, INC.

Oct 2002 – Nov 2010

WINSTON-SALEM, NC

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 8, 2002

Years registered · 23

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

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GREENVILLE?

Browse all registered financial advisors in GREENVILLE, South Carolina or claim this profile if it's yours.

Browse GREENVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does William Henley Shawcross offer?

William Henley Shawcross specializes in Investment Management, Wealth Management.

What are William Henley Shawcross's credentials?

William Henley Shawcross is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Henley Shawcross located?

William Henley Shawcross is based in GREENVILLE, South Carolina, last registered with BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC..

How does William Henley Shawcross charge for services?

William Henley Shawcross'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 BB&T INSTITUTIONAL INVESTMENT ADVISERS, INC.?

BB&T INSTITUTIONAL 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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →