Melissa
Talarico

Brighton Securities Corp

CRD#7123101
Investment Advisor
in Rochester, NY

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About this Advisor

Melissa Talarico is a financial advisor based in Rochester, New York with a total of 1 year of relevant experience. Talarico is an employee of Brighton Securities Corp. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Medical Marketing Associates LLC, Victor Surgical Care Pllc, Ff Thompson Hospital, Lutz Surgical Partners, Bank Of America, N.A and Brighton Securities. Talarico holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Colorado, Iowa, New York and Ohio. Brighton Securities Corp is a firm operating out of Rochester, NY. It has offices in six locations and a total of 40 people on staff. It handles $549 million in assets among its 2,044 customer accounts, placing it among the larger firms in the United States by assets under management. The firm provides services to 12 charities and foundations. Of its 2,044 accounts, 15% are associated with high-net-worth individuals who have at least $1 million in investable 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 management are based on the type of services offered. However, fee types billed by Brighton Securities Corp likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1703 Monroe Avenue
Rochester, NY 14618

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Brighton Securities Corp Brokerage Details

Total Assets Under Management

$549,240,673

NY Average: $7,464,549,021
Total Number of Employees

40

NY Average: 88
Total Number of Accounts

2,044

NY Average: 3,892
Average Account Size

$268,709

NY Average: $1,917,921

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

Melissa Talarico Work History

Melissa has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Brighton Securities

2019 - 2022 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2022 (3 years)

Bank Of America, N.A

2018 - 2019 (1 year)

Medical Marketing Associates LLC

2015 - 2016 (1 year)

Ff Thompson Hospital

2013 - 2018 (5 years)

Victor Surgical Care Pllc

2012 - 2013 (1 year)

Lutz Surgical Partners

*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 Melissa Talarico 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

Michael Restivo
Rochester, NY
Lori Alberts
Rochester, NY
Ethan Wade
Rochester, NY
Charles Wade
Rochester, NY
Michael Black
Charlotte, NC
Melissa Talarico
Rochester, NY
Jeanine Drake
Rochester, NY
Salvatore Fasciano
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.

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