Sterling Brightman (CRD# 1780459) is an Investment Advisor Representative working at Axa Advisors, LLC in Yorktown, VA and has over 27 years of experience in the finance and insurance industry. I am extremely knowledgeable in Pension Distribution/Rollover Strategies and the Advanced Estate Planning. I conduct investment and financial planning seminars for local civic organizations and the military. I aIso conduct Continuing Education Credit seminars for local CPA’s and Attorney’s. I am well known among the Estate Planning Attorney’s in the area as a person very knowledgeable in Trust design and administration. I am licensed with many Life Insurance companies and feel very comfortalbe deciphering your insurance porfolio.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Equitable Advisors, LLC | New York, NY | Sep 1999 - Current | 24 |
Axa Advisors, LLC | New York, NY | Sep 1999 - Jun 2020 | 20 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1991 |
S65 | NASAA Investment Advisors Law Examination | May 1992 |
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Total Assets Under Management27,251MILLIONS
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Total Number of Accounts77,076ACCOUNTS
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Average Account Value$353,557
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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