Samantha
Walker

Brighton Securities Corp

CRD#7417855
Investment Advisor
in Rochester, NY

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About this Advisor

Samantha Walker is a financial advisor working out of Rochester, New York. Walker is an employee of Brighton Securities Corp. Their career trajectory has included roles at Brighton Securities Corp, Gates Police Department, Greece Recreation Department and Suny Plattsburgh. Walker holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New York. Brighton Securities Corp is a business that has its headquarters in Rochester, NY. The investment advisory business has offices in six locations and a total of 40 employees. It administers $549 million in assets among its 2,044 client accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm advises 12 charitable organizations. Of its 2,044 accounts, 15% are associated with high-net-worth individuals who have at least $1 million in assets. Brighton Securities Corp offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules largely depend on the type of financial services offered. Fee types billed by Brighton Securities Corp likely include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

less than 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 14618-1487

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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

Samantha Walker Work History

Samantha has been registered as a financial advisor for 0 years.*

2020 - Present (4 years)

Brighton Securities Corp

2014 - 2020 (6 years)

Gates Police Department

2013 - 2014 (1 year)

Greece Recreation Department

2010 - 2013 (3 years)

Suny Plattsburgh

*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 Samantha Walker 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
Melissa Talarico
Rochester, NY
Michael Black
Charlotte, NC
Jeanine Drake
Rochester, NY
Ethan Wade
Rochester, NY
Charles Wade
Rochester, NY
Nicholas Fischer
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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