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Melissa Mary Florin

BRIGHT FUTURES WEALTH MANAGEMENT, LLC·WEBSTER, New York
SIE, Series 6, Series 63Clean recordBRIGHT FUTURES WEALTH MANAGEMENT, LLC
1630 EMPIRE BLVD., WEBSTER, NY 14580CRD# 4136793Firm CRD# 284920

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Melissa Mary Florin · WEBSTER, NY
Registration
CRD #4136793 · BRIGHT FUTURES WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
CRD 284920 · SEC 801-108869
AUM
$388M
Regulatory assets under management
Employees
18
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 Melissa Mary Florin offer?
Melissa Mary Florin specializes in Financial Planning, Investment Management. Contact their office in WEBSTER, New York for a consultation.
What are Melissa Mary Florin's credentials?
Melissa Mary Florin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melissa Mary Florin located?
Melissa Mary Florin 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 Melissa Mary Florin charge for services?
Melissa Mary Florin'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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Other Advisors at BRIGHT FUTURES WEALTH MANAGEMENT, LLC

Sharon Ifrach
WEBSTER, NY
Jeffrey David Smith
WEBSTER, NY
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Keith Edward Condemi
WEBSTER, NY
CFA
Martin Eugene Paul
WEBSTER, NY
Robert Normand Richard
WEBSTER, NY
Bruce Andrew Berman
WEBSTER, NY

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