Brighthouse Securities, LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
403
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 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

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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 399
  • 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