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 has been SEC-registered since 2016. Source records list the owner type as a domestic entity and an individual; classification is recorded as unclassified. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not described as a pension consultant or related adviser. Public-facing details about the firm’s business activities, advisory services, client segments, and fee arrangements are not provided in the dataset. The snapshot includes a “Multi State Adviser: No” indicator, but available location data (see below) shows operations in more than one state, which points to either a narrow regulatory footprint for advisory services or a difference between advisory registration and the firm’s broader branch network.

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
  • Janelle Straitiff

    Janelle Straitiff

    Chief Privacy OfficerCRD 4694930

  • Kevin Macilvane

    Kevin Macilvane

    Chief Experience OfficerCRD 5164574

  • Cherie McKINNEY

    Cherie McKINNEY

    Chief Operating OfficerCRD 2432403

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Contacts

3 of 400
  • Christa Chappell

    Christa Chappell

    Annuity ConsultantCRD 7331769

  • Joseph Lamanna

    Sales SpecialistCRD 2586601

  • Steve Smiles

    Regional Sales Vice PresidentCRD 4359909

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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