BRIGHTHOUSE SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
401
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 a limited liability company that appears on FINTRX as an SEC-registered entity since 2016. The platform classifies ownership as a mix of a domestic entity and an individual and lists the firm's regulatory classification as unclassified. FINTRX records indicate the firm is not a capital allocator, is not active on ESG investing, and is not identified as a multi-state adviser, pension consultant, newly formed adviser, or related adviser. The firm has not supplied descriptive entries for its business activities, advisory activities, client base, or affiliations on the FINTRX profile. Where those fields normally describe client types, fee models, or service lines, no information was provided.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • LAUREN DAVIS

    Office of the CEOCRD 4912756

  • CHERIE McKINNEY

    Chief Operating OfficerCRD 2432403

  • JULIENNE WARR

    Chief Underwriting OfficerCRD 2809340

Contacts

3 of 398
  • Christa Chappell

    Annuity ConsultantCRD 7331769

  • JOSEPH LAMANNA

    Sales SpecialistCRD 2586601

  • STEVE SMILES

    Regional Sales Vice PresidentCRD 4359909

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth