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David S Peartree

BRIGHTON SECURITIES CAPITAL MANAGEMENT, INC.·ROCHESTER, New York
Unclaimed Profile
1703 MONROE AVE, ROCHESTER, NY 14618CRD# 4877861Firm CRD# 314111
01

About

David S Peartree is a registered financial advisor based in ROCHESTER, New York, affiliated with BRIGHTON SECURITIES CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BRIGHTON SECURITIES CAPITAL MANAGEMENT, INC.
BRIGHTON SECURITIES CAPITAL MANAGEMENT, INC.
AUM
$195M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at BRIGHTON SECURITIES CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4877861
Firm CRD# 314111
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David S Peartree offer?
David S Peartree specializes in Financial Planning, Investment Management. Contact their office in ROCHESTER, New York for a consultation.
What are David S Peartree's credentials?
David S Peartree is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David S Peartree located?
David S Peartree is based in ROCHESTER, New York, working with BRIGHTON SECURITIES CAPITAL MANAGEMENT, INC.. Their office serves clients in the ROCHESTER metropolitan area and surrounding communities.
How does David S Peartree charge for services?
David S Peartree'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 BRIGHTON SECURITIES CAPITAL MANAGEMENT, INC.?
BRIGHTON SECURITIES CAPITAL MANAGEMENT, INC. has approximately 2 employees and manages $195M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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