Unclaimed Profile

Merlin T Grim

BB&T SECURITIES, LLC·RICHMOND, Virginia

SIE, Series 7, Series 9, Series 10, Series 24, Series 27, Series 63Clean recordBB&T SECURITIES, LLC

901 EAST BYRD STREET, RICHMOND, VA 23219CRD# 1386380Firm CRD# 142785

Profile Verification

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

Identity

Merlin T Grim · RICHMOND, VA

Registration

CRD #1386380 · BB&T SECURITIES, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 27

Series 63

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 SECURITIES, LLC

CRD 142785 · SEC 801-77145

AUM

$26.2B

Regulatory assets under management

Employees

1,833

64,869 client accounts

Services offered by BB&T SECURITIES, LLC

Per Form ADV

Financial planning

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

High Net Worth Individuals

View all advisors at BB&T SECURITIES, LLC →

Introduction

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Frequently Asked Questions

What services does Merlin T Grim offer?

Merlin T Grim specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Merlin T Grim's credentials?

Merlin T Grim is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Merlin T Grim located?

Merlin T Grim is based in RICHMOND, Virginia, working with BB&T SECURITIES, LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Merlin T Grim charge for services?

Merlin T Grim's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BB&T SECURITIES, LLC?

BB&T SECURITIES, LLC has approximately 1833 employees and manages $26.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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