Brighthouse Securities, LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
400
Avg account
$0

Firm details

Headquarters
Charlotte, North Carolina
CRD number
285300
Registered since
November 22, 2016

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Lauren Davis

    Lauren Davis

    Office of the CEOCRD 4912756

  • Cherie McKINNEY

    Cherie McKINNEY

    Chief Operating OfficerCRD 2432403

  • Julienne Warr

    Julienne Warr

    Chief Underwriting OfficerCRD 2809340

Contacts

3 of 397
  • Christa Chappell

    Christa Chappell

    Annuity ConsultantCRD 7331769

  • Joseph Lamanna

    Sales SpecialistCRD 2586601

  • Steve Smiles

    Regional Sales Vice PresidentCRD 4359909

Unlock 394 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth