CW
CW

Charles William Wade

13 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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
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Location

1703 Monroe Avenue, Rochester, NY, 14618-1487

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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.

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Employment History
Current Registrations
Brighton Securities CORP.
May 2021 - Present · 4 yrs 9 mos
Brighton Securities CORP.Broker
March 2012 - Present · 13 yrs 11 mos
State Registrations23 states
AZCACOCTDCFLGAKSMAMDMEMINCNJNYOHPARISCTNTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Charles William Wade - Financial Advisor | TrueAdvisor