Lori
Alberts
Brighton Securities Corp
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About this Advisor
Lori Alberts is a financial advisor who works out of Rochester, New York with a total of 5 years of industry experience. Alberts works at Brighton Securities Corp. Throughout their career, they have worked at Morgan Stanley, Brighton Securities Corp, Brighton Securities Capital Management and Wall Street Financial Group. Alberts holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to serve investors in Florida, Massachusetts and New York. Brighton Securities Corp is a business operating out of Rochester, NY. The investment advisory business has offices in six locations and a total of 40 advisors. It handles $549 million in assets under management among its 2,044 client accounts, making it one of the larger firms in the United States by assets under management. The firm advises 12 charities and foundations. Of its 2,044 accounts, 15% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The company offers a broad range 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 advice usually vary depending on which services the firm provides the client. Fees billed by Brighton Securities Corp may include any 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
Lori Alberts Work History
Lori has been registered as a financial advisor for 5 years.*
Brighton Securities Capital Management
Brighton Securities Corp
Morgan Stanley
Wall Street Financial Group
*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 Lori Alberts 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
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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