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Larry Lee Bright

BRIGHT ASSET MANAGEMENT LLC·WESTBROOK, Connecticut
Series 7, Series 63, Series 65Clean record25 years registeredBRIGHT ASSET MANAGEMENT LLC
70 ESSEX RD., WESTBROOK, CT 06498CRD# 2387770Firm CRD# 140972

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Larry Lee Bright · WESTBROOK, CT
Registration
CRD #2387770 · BRIGHT ASSET MANAGEMENT LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

BRIGHT ASSET MANAGEMENT
Oct 2006 – present
DIGITAFI
Apr 2020 – Dec 2022
Branford, CT
PENSION ADVISORS GROUP, LLC
Jul 2008 – Mar 2012
WESTBROOK, CT
DIASTOLE WEALTH MANAGEMENT
Jan 2001 – Jul 2006
OLD SAYBROOK, CT
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · January 2, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BRIGHT ASSET MANAGEMENT LLC
CRD 140972 · SEC 801-66909
AUM
$41M
Regulatory assets under management
Employees
1
44 client accounts
Services offered by BRIGHT ASSET MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BRIGHT ASSET MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Larry Lee Bright offer?
Larry Lee Bright specializes in Financial Planning, Investment Management. Contact their office in WESTBROOK, Connecticut for a consultation.
What are Larry Lee Bright's credentials?
Larry Lee Bright is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Larry Lee Bright located?
Larry Lee Bright is based in WESTBROOK, Connecticut, working with BRIGHT ASSET MANAGEMENT LLC. Their office serves clients in the WESTBROOK metropolitan area and surrounding communities.
How does Larry Lee Bright charge for services?
Larry Lee Bright's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRIGHT ASSET MANAGEMENT LLC?
BRIGHT ASSET MANAGEMENT LLC has approximately 1 employees and manages $41M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
STAMFORD (246)GREENWICH (197)WESTPORT (100)HARTFORD (90)WEST HARTFORD (82)WILTON (50)DARIEN (48)GLASTONBURY (40)FAIRFIELD (36)NORWALK (35)
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Research
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