TrueAdvisor
TrueAdvisor
LA
LA

Lori Ann Alberts

Brighton Securities CORP.
27 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Brighton Securities CORP.
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
1,924 clients
Average Client Portfolio
$513K average
Assets Under Management
$986.2M

Fee Structure

Minimum Investment:$10K

Location

1703 Monroe Avenue, Rochester, NY, 14618-1487

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Brighton Securities CORP.
September 2018 - Present · 7 yrs 5 mos
Brighton Securities CORP.Broker
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
Brighton Securities Capital Management, INC.
March 2023 - June 2024 · 1 yr 3 mos
Brighton Securities Capital Management, INC.
May 2021 - December 2021 · 7 mos
Morgan Stanley
November 2016 - November 2017 · 1 yr
Morgan StanleyBroker
November 2016 - November 2017 · 1 yr
Wall Street Financial Group, INC
April 2015 - September 2016 · 1 yr 5 mos
Wall Street Financial Group, INC.Broker
April 2013 - September 2016 · 3 yrs 5 mos
Lifemark Securities CORP.Broker
April 1998 - March 2013 · 14 yrs 11 mos
State Registrations11 states
CACODCFLLAMAMNMONMNYVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.