Unclaimed Profile

Robert Normand Richard

BRIGHT FUTURES WEALTH MANAGEMENT, LLC·WEBSTER, New York

SIE, Series 4, Series 7, Series 24, Series 51, Series 52TO, Series 53, Series 63, Series 65Clean record24 years registeredBRIGHT FUTURES WEALTH MANAGEMENT, LLC

1630 EMPIRE BLVD., WEBSTER, NY 14580CRD# 2476178Firm CRD# 284920

Profile Verification

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

Identity

Robert Normand Richard · WEBSTER, NY

Registration

CRD #2476178 · BRIGHT FUTURES WEALTH MANAGEMENT, LLC · 24 years registered

Brand Profile

Not yet started

Career History

SILVER OAK SECURITIES, INC.

Nov 2025 – present

BRIGHT FUTURES WEALTH MANAGEMENT, LLC

Feb 2017 – present

CETERA INVESTMENT ADVISERS LLC

Mar 2024 – Nov 2025

NORTHBOROUGH, MA

CETERA ADVISORS LLC

Jan 2004 – Mar 2024

NORTHBOROUGH, MA

VESTAX SECURITIES CORPORATION

Mar 2002 – Jan 2004

SHREWSBURY, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 24

Series 51

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · March 31, 2002

Years registered · 24

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

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WEBSTER?

Browse all registered financial advisors in WEBSTER, New York or claim this profile if it's yours.

Browse WEBSTER Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Robert Normand Richard offer?

Robert Normand Richard specializes in Financial Planning, Investment Management. Contact their office in WEBSTER, New York for a consultation.

What are Robert Normand Richard's credentials?

Robert Normand Richard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Normand Richard located?

Robert Normand Richard 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 Robert Normand Richard charge for services?

Robert Normand Richard'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →