Brighthouse Securities, LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
—
Advisory reps
404
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 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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Cherie McKINNEY

    Cherie McKINNEY

    Chief Operating OfficerCRD 2432403

  • Julienne Warr

    Julienne Warr

    Chief Underwriting OfficerCRD 2809340

  • Janelle Straitiff

    Janelle Straitiff

    Chief Privacy OfficerCRD 4694930

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Contacts

3 of 400
  • Todd Rader

    Todd Rader

    Regional Sales ManagerCRD 5157049

  • Lindsay Madden

    Lindsay Madden

    Regional Vice PresidentCRD 5160697

  • Miguel Cardona

    Miguel Cardona

    Internal WholesalerCRD 7111796

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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