Unclaimed Profile

Jeffrey David Smith

BRIGHT FUTURES WEALTH MANAGEMENT, LLC·WEBSTER, New York

SIE, Series 6, Series 7, Series 63, Series 65ChFC23 years registeredBRIGHT FUTURES WEALTH MANAGEMENT, LLC

1630 EMPIRE BLVD., WEBSTER, NY 14580CRD# 4624552Firm CRD# 284920

Profile Verification

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

Identity

Jeffrey David Smith · WEBSTER, NY

Registration

CRD #4624552 · BRIGHT FUTURES WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

PRIVATE CLIENT SERVICES, LLC

Jul 2020 – present

BRIGHT FUTURES WEALTH MANAGEMENT, LLC

Jan 2017 – Jul 2020

PITTSFORD, NY

CETERA ADVISORS LLC

Dec 2010 – Dec 2019

ROCKVILLE, MD

METLIFE SECURITIES INC.

Dec 2005 – Dec 2010

ROCKVILLE, MD

CITISTREET FINANCIAL SERVICES LLC

Feb 2003 – Dec 2005

COLUMBIA, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · February 20, 2003

Years registered · 23

Professional designation · ChFC

Disclosure History

2010Customer Dispute·Denied

2009Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Jeffrey David Smith offer?

Jeffrey David Smith specializes in Financial Planning, Investment Management. Contact their office in WEBSTER, New York for a consultation.

What are Jeffrey David Smith's credentials?

Jeffrey David Smith holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeffrey David Smith located?

Jeffrey David Smith 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 Jeffrey David Smith charge for services?

Jeffrey David Smith'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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