Unclaimed Profile

Charles William Wade

BRIGHTON SECURITIES CORP.·ROCHESTER, New York

SIE, Series 7, Series 66Clean record5 years registeredBRIGHTON SECURITIES CORP.

1703 MONROE AVENUE, ROCHESTER, NY 14618CRD# 6039665Firm CRD# 3875

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles William Wade · ROCHESTER, NY

Registration

CRD #6039665 · BRIGHTON SECURITIES CORP. · 5 years registered

Brand Profile

Not yet started

Career History

BRIGHTON SECURITIES CORP.

May 2021 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 15, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIGHTON SECURITIES CORP.

CRD 3875 · SEC 801-62276

AUM

$612M

Regulatory assets under management

Employees

2,108 client accounts

Services offered by BRIGHTON SECURITIES CORP.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRIGHTON SECURITIES CORP. →

Introduction

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Frequently Asked Questions

What services does Charles William Wade offer?

Charles William Wade specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCHESTER, New York for a consultation.

What are Charles William Wade's credentials?

Charles William Wade is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles William Wade located?

Charles William Wade is based in ROCHESTER, New York, working with BRIGHTON SECURITIES CORP.. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.

How does Charles William Wade charge for services?

Charles William Wade's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIGHTON SECURITIES CORP.?

BRIGHTON SECURITIES CORP. has approximately 35 employees and manages $612M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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