Brighthouse Securities, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 285300
- Registered since
- November 22, 2016
- Website
- www.brighthousefinancial.com
Firm profile
FINTRXOverview
Brighthouse Securities, LLC is organized as a limited liability company and is classified as an insurance broker-dealer. The entity lists SEC registration in 2016 and indicates ownership that involves a domestic entity and an individual. The firm does not present itself as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The information provided does not describe advisory activities or a client-facing wealth-management platform; the broker-dealer designation and the absence of adviser-related flags suggest the firm’s primary role is distribution and insurance-brokerage rather than acting as a discretionary investment manager.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Cherie McKINNEY
Chief Operating OfficerCRD 2432403

Julienne Warr
Chief Underwriting OfficerCRD 2809340

Janelle Straitiff
Chief Privacy OfficerCRD 4694930
Contacts
3 of 399
Todd Rader
Regional Sales ManagerCRD 5157049

Lindsay Madden
Regional Vice PresidentCRD 5160697

Miguel Cardona
Internal WholesalerCRD 7111796
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
Mecklenburg
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- Mecklenburg
- Address
- 11225 N Community House Rd
- Time zone
- ET (UTC-5)
- Office locations
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