Richard
Lissenden

Brite Investments Usa, LLC

CRD#7392680
Investment Advisor
in New York, NY

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About this Advisor

Richard Lissenden is a financial advisor working in New York, New York with a total of 2 years of industry experience. Lissenden is an advisor for Brite Investments Usa, LLC. Over the course of their career, they have held roles at Touchstone Advisory, LLC, Brite Advisors, Oscar Winson and Devere. Lissenden holds a Series 65 license, which qualifies them as an investment advisor representative, and is approved to work in Texas. Brite Investments Usa, LLC is a financial advisory business headquartered in New York, NY. The company has a total of seven people on staff. It oversees $37 million in total assets among its 79 client accounts, making it one of the smaller financial advisory firms in the nation by assets under management. Of its 79 accounts, 16% are held by high-net-worth clients who have greater than $1 million in assets. The firm provides a set of services, such as portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors depend on which services the firm provides the client. Fees charged by Brite Investments Usa, LLC likely are comprised of any blend of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

12 East 49Th Street 11Th Floor
New York, NY 10017

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Brite Investments Usa, LLC Brokerage Details

Total Assets Under Management

$36,472,282

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

7

NY Average: 88
Total Number of Accounts

79

NY Average: 3,892
Average Account Size

$461,674

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Richard Lissenden Work History

Richard has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Touchstone Advisory, LLC

2016 - Present (8 years)

Brite Advisors

2015 - 2016 (1 year)

Oscar Winson

2014 - 2015 (1 year)

Devere

*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 Richard Lissenden 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 Brite Investments Usa, LLC

Angela Henriques
New York, NY
Adrian Flambard
Sandyport,
Derek Wilson
Guanajuato,
Richard Lissenden
New York, NY
Andrew Melville
New York, 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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