Willard
Saperston

Brighton Securities Corp

CRD#838581
Investment Advisor
in Rochester, NY

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About this Advisor

Willard Saperston is a financial advisor based in Rochester, New York, working with Brighton Securities Corp. Willard has previously held positions at Saperston Management Services Inc, Saperston Real Estate, Willard B. Saperston Inc, Saperston Asset Management, Inc, Saperston Legacy Advisors Inc, Brighton Securities Corp, Franklin Management Services, Inc (Dba Of Saperston Mgmt Serv), and Saperston Management Services, Inc. Willard has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Connecticut, Florida, Georgia, Hawaii, Maryland, Massachusetts, Minnesota, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Virginia. Currently, Willard is part of Brighton Securities Corp, which operates out of Rochester, New York. The firm has 6 offices and 35 employees. The firm manages assets totaling $611.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Brighton Securities Corp includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

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

$611,855,688

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

35

NY Average: 88
Total Number of Accounts

2,108

NY Average: 3,892
Average Account Size

$290,254

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

Willard Saperston Work History

2018 - Present (6 years)

Saperston Legacy Advisors Inc

2018 - Present (6 years)

Brighton Securiites Corp

2018 - Present (6 years)

Franklin Management Services, Inc (Dba Of Saperston Mgmt Serv)

2018 - Present (6 years)

Saperston Management Services, Inc

1997 - 2018 (21 years)

Saperston Asset Management, Inc

1994 - 2017 (23 years)

Willard B. Saperston Inc

1992 - 2018 (26 years)

Saperston Real Estate

1981 - 2018 (37 years)

Saperston Management Services Inc

Disclosures

Please visit the SEC profile of Willard Saperston 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

Jery Chambers
Hamburg, NY
Lori Alberts
Rochester, NY
Ethan Wade
Rochester, NY
Melissa Talarico
Rochester, NY
Samantha Walker
Rochester, NY
Michael Restivo
Rochester, NY
Jennifer Snyder
Rochester, NY
Jeanine Drake
Rochester, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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