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 appears in SEC records with an initial registration year of 2016. Ownership is recorded as a combination of a domestic entity and individual owner(s). FINTRX classifies the firm as "Unclassified" and does not list it as a capital allocator. The snapshot also indicates the firm is not an active ESG investor, is not designated a multi-state adviser in the snapshot fields, and is not flagged as newly formed. The publicly available snapshot provides limited detail about the firm’s core advisory services, fee model, or typical client types. There are no entries in FINTRX about the firm’s investment strategy, manager allocation preferences, or affiliations.
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 3
Lauren Davis
Office of the CEOCRD 4912756

Cherie McKINNEY
Chief Operating OfficerCRD 2432403

Julienne Warr
Chief Underwriting OfficerCRD 2809340
Contacts
3 of 397
Christa Chappell
Annuity ConsultantCRD 7331769
Joseph Lamanna
Sales SpecialistCRD 2586601
Steve Smiles
Regional Sales Vice PresidentCRD 4359909
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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