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 firm registered with the SEC in 2016. Available data indicate it is not positioned as a capital allocator or investment manager: it is not an active ESG investor, not a multi‑state adviser, and is not identified as a pension consultant. Owner type is listed as a mix of a domestic entity and an individual. The combination of the insurance broker‑dealer classification and the absence of advisory designations suggests the firm's primary function is distribution and broker‑dealer services tied to insurance products rather than running discretionary, pooled, or institutional investment mandates.
Assets & Accounts
Investments & Alternatives
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 400
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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