Joshua
Gilbert
Brighton Securities Corp
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About this Advisor
Joshua Gilbert is a financial advisor operating in Rochester, New York with 2 years of industry experience. Gilbert currently works for Brighton Securities Corp. Throughout their career, Gilbert has worked at Massmutual, Valley Liquor & Wine Shop, Enterprise Holdings, Next Door Bar And Grill, State University Of New York At Geneseo, Wells Fargo Clearing Services LLC and Brighton Securities. Gilbert has Series 63 and Series 66 licenses, certifying them as a securities representative, and is able to operate in Florida and New York. Brighton Securities Corp is an advisory company headquartered in Rochester, NY. It has offices in six locations and a total of 40 advisors. It administers $549 million in assets under management across its 2,044 accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm provides services to 12 charities and foundations. Of its 2,044 accounts, 15% belong to high-net-worth investors who have more than $1 million in assets. Brighton Securities Corp offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services largely are based on which services the firm provides the client. However, fee types billed by Brighton Securities Corp may include some blend 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
Joshua Gilbert Work History
Joshua has been registered as a financial advisor for 2 years.*
Brighton Securities
Wells Fargo Clearing Services LLC
Massmutual
Massmutual
Valley Liquor & Wine Shop
Enterprise Holdings
Next Door Bar And Grill
State University Of New York At Geneseo
*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 Joshua Gilbert 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
Rochester, NY
Charlotte, NC
Rochester, NY
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