Unclaimed Profile

Craig Donald Lefeber

BRIGHT FUTURES WEALTH MANAGEMENT, LLC·WEBSTER, New York

SIE, Series 6TO, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 66Clean record18 years registeredBRIGHT FUTURES WEALTH MANAGEMENT, LLC

1630 EMPIRE BLVD., WEBSTER, NY 14580CRD# 2539782Firm CRD# 284920

Profile Verification

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

Identity

Craig Donald Lefeber · WEBSTER, NY

Registration

CRD #2539782 · BRIGHT FUTURES WEALTH MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

BRIGHT FUTURES WEALTH MANAGEMENT, LLC

Mar 2017 – present

CETERA ADVISORS LLC

Jul 2010 – Mar 2017

GLEN ALLEN, VA

HSBC SECURITIES (USA) INC.

Aug 2007 – Jul 2010

ROCHESTER, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6TO

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 66

Registration record

First registered · August 30, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIGHT FUTURES WEALTH MANAGEMENT, LLC

CRD 284920 · SEC 801-108869

AUM

$388M

Regulatory assets under management

Employees

1,842 client accounts

Services offered by BRIGHT FUTURES WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRIGHT FUTURES WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Craig Donald Lefeber offer?

Craig Donald Lefeber specializes in Financial Planning, Investment Management. Contact their office in WEBSTER, New York for a consultation.

What are Craig Donald Lefeber's credentials?

Craig Donald Lefeber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig Donald Lefeber located?

Craig Donald Lefeber is based in WEBSTER, New York, working with BRIGHT FUTURES WEALTH MANAGEMENT, LLC. Their office serves clients in the WEBSTER metropolitan area and surrounding communities.

How does Craig Donald Lefeber charge for services?

Craig Donald Lefeber'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 FUTURES WEALTH MANAGEMENT, LLC?

BRIGHT FUTURES WEALTH MANAGEMENT, LLC has approximately 18 employees and manages $388M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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