Brighthouse Securities, LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
408
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 and is owned by a combination of a domestic entity and an individual. FINTRX flags the company as not acting as a capital allocator and not operating as a multi‑state investment adviser. It is also identified as not engaging in active ESG investing and not serving as a pension consultant or related adviser. The firm's profile and attributes point to a broker‑dealer role tied to insurance distribution rather than a traditional asset manager or advisory firm that reports client AUM and investment mandates. Several fields in the snapshot (fee and advisory activity details) are not populated, consistent with an entity that operates primarily in brokerage and insurance channels.

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

FINTRX

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

Unlock 1 more executives

Contacts

3 of 404
  • Christa Chappell

    Christa Chappell

    Annuity ConsultantCRD 7331769

  • Joseph Lamanna

    Sales SpecialistCRD 2586601

  • Steve Smiles

    Regional Sales Vice PresidentCRD 4359909

Unlock 401 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms