Matthew
Doherty

Brite Advisors Usa, Inc

CRD#6160873
Investment Advisor
in Houston, TX

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About this Advisor

Matthew Doherty is a financial advisor working in Houston, Texas, with a total of 9 years of relevant experience. Doherty is an advisor for Brite Advisors Usa, Inc. During their career, the advisor has held roles at Devere Usa Inc and Brite Advisors Usa, Inc. Doherty maintains a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in Connecticut and Texas. Brite Advisors Usa, Inc is a registered investment company that has its headquarters in New York, NY. It oversees $468 million in total assets between its 755 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management. Of its 755 accounts, 26% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The company provides a few services, such as portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors largely vary depending on the type of financial services. Fees charged by Brite Advisors Usa, Inc can include asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

9 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

800 Town and Country Blvd Office 552
Houston, TX 77024

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Brite Advisors Usa, Inc Brokerage Details

Total Assets Under Management

$468,148,435

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

13

TX Average: 88
Total Number of Accounts

755

TX Average: 3,892
Average Account Size

$620,064

TX Average: $1,917,921

Investment Advisory Services

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

Matthew Doherty Work History

Matthew has been registered as a financial advisor for 9 years.*

2019 - Present (5 years)

Brite Advisors Usa, Inc

2013 - 2019 (6 years)

Devere Usa Inc

*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 Matthew Doherty 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 Advisors Usa, Inc

Matthew Doherty
Houston, TX
Andrew Anello
New York, NY
Megan King
New York, NY
Damien Hanly
New York, NY
James Swarbrick
New York, NY
Zachary Zanghi
New York, NY
Kyle Jones
New York, NY
Benjamin Hadley
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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