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Sharon Ifrach

BRIGHT FUTURES WEALTH MANAGEMENT, LLC·WEBSTER, New York
Unclaimed Profile
1630 EMPIRE BLVD., WEBSTER, NY 14580CRD# 5254220Firm CRD# 284920
01

About

Sharon Ifrach is a registered financial advisor based in WEBSTER, New York, affiliated with BRIGHT FUTURES WEALTH MANAGEMENT, LLC. 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
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
AUM
$388M
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at BRIGHT FUTURES WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5254220
Firm CRD# 284920
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sharon Ifrach offer?
Sharon Ifrach specializes in Financial Planning, Investment Management. Contact their office in WEBSTER, New York for a consultation.
What are Sharon Ifrach's credentials?
Sharon Ifrach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sharon Ifrach located?
Sharon Ifrach 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 Sharon Ifrach charge for services?
Sharon Ifrach'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 in WEBSTER
James Bryan Cornehlsen — CAPSTONE INVESTMENT FINANCIAL GROUP, LLCElizabeth A. Cornehlsen — CAPSTONE INVESTMENT FINANCIAL GROUP, LLCBruce Andrew Berman — BRIGHT FUTURES WEALTH MANAGEMENT, LLCRobert Normand Richard — BRIGHT FUTURES WEALTH MANAGEMENT, LLCAnn Terese Zemann — CAPSTONE INVESTMENT FINANCIAL GROUP, LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
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