David
Peartree
Brighton Securities Capital Management, Inc
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About this Advisor
David Peartree is a certified financial planner working out of Rochester, New York. Peartree currently works for Brighton Securities Capital Management, Inc. During their career, the advisor has held roles at Brighton Securities Capital Management, Inc and Worth Considering, Inc. Peartree has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in New York. Brighton Securities Capital Management, Inc is an advisory business based in Rochester, NY. It manages $117 million in total assets among its 539 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm provides services to one charitable organizations. Of its 539 client accounts, 15% are held by high-net-worth individuals who have more than $1 million in assets. Brighton Securities Capital Management, Inc offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees largely depend on the type of financial services. Fees billed by Brighton Securities Capital Management, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Brighton Securities Capital Management, Inc Brokerage Details
$117,374,776
2
539
$217,764
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Peartree Work History
David has been registered as a financial advisor for 0 years.*
Brighton Securities Capital Management, Inc
Worth Considering, Inc
*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 David Peartree 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 Capital Management, Inc
Rochester, NY
Rochester, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
