Douglas Hendee is a CFP-designated registered investment advisor at Brighton Securities CORP., based in Rochester, NY, with 26 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,924 clients with $990M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Brighton Securities manages investment accounts for a fee based on the value of the account and the investment program selected. The fee ranges from 0.25% to 3.00% annually. The specific fee schedule is in the client's agreement. Fees are charged quarterly in advance, based on the account value at the end of the prior quarter. The firm may group related accounts to meet minimum size requirements and determine fees. Discounts may be offered to family and friends of firm employees.
Location
1703 Monroe Avenue, Rochester, NY, 14618-1487
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Douglas works as a fitness instructor at Midtown Athletic Club since 1999. This activity is not investment related and does not occur during securities trading hours.
Employment History
Current Registrations
Brighton Securities CORP.
Brighton Securities CORP.Broker
Previous Registrations
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations18 states
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