Charles
Wade
Brighton Securities Corp
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About this Advisor
Charles Wade is a financial advisor operating in Rochester, New York, with 2 years of relevant experience. Wade currently works for Brighton Securities Corp. They have spent their whole time as a financial advisor at Brighton Securities Corp. Wade maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in California, Florida, New Jersey, New York, North Carolina, Ohio, Pennsylvania and Texas. Brighton Securities Corp is an advisory business that has its headquarters in Rochester, NY. The company has offices in six locations and a total of 40 employees. It controls $549 million in total assets across its 2,044 customer accounts, making it one of the larger investment advisory firms in the nation by assets under management. The firm serves 12 charitable organizations. Of its 2,044 customer accounts, 15% are held by high-net-worth investors who have greater than $1 million in investable assets. The business offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules largely depend on the type of financial services. However, fees billed by Brighton Securities Corp can consist of some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brighton Securities Corp Brokerage Details
$549,240,673
40
2,044
$268,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Charles Wade Work History
Charles has been registered as a financial advisor for 2 years.*
Brighton Securities Corp
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Wade to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Brighton Securities Corp
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Rochester, NY
Charlotte, NC
Rochester, NY
Rochester, NY
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