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BRIGHTSIDE ADVISORY PARTNERS, LLC
BRIGHTSIDE ADVISORY PARTNERS, LLC
BRIGHTSIDE PARTNERS
BALTIMORE, Maryland
·
8 registered advisors
·
CRD# 305389
SEC# 801-117479
1
(410) 989-7500
01
Firm Overview
AUM
$853M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: A PERCENTAGE OF ASSETS ADVISED ON
03
Specialties
Financial Planning
Investment Management
04
Advisors at BRIGHTSIDE ADVISORY PARTNERS, LLC
8 registered advisors
Abigail Caso Holmes
BALTIMORE, Maryland
CRD# 6780760
Gregory Dennis Danseglio
BALTIMORE, Maryland
CRD# 6344381
Jeffrey Ryan Cooke
BALTIMORE, Maryland
CRD# 7138001
Justin C. Bakewell
BALTIMORE, Maryland
CRD# 5840238
Lauren Poe Watson
BALTIMORE, Maryland
CRD# 5918325
Nicholas Riggs Daly
BALTIMORE, Maryland
CRD# 6097406
Pace Roy Kessenich
BALTIMORE, Maryland
CRD# 3256408
Ryan David Pollard
BALTIMORE, Maryland
CRD# 7194193
05
Office Locations
BALTIMORE, Maryland
8 advisors
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Data sourced from SEC Form ADV filings. BRIGHTSIDE ADVISORY PARTNERS, LLC (CRD# 305389) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.