Sterling Brightman, financial advisor Yorktown VA
101 score

Sterling Brightman

CRD Number: 1780459
Current Firm: Axa Advisors, LLC

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.

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Professional Designations
Company Name Location Dates Years
Axa Advisors, LLC New York, NY Sep 1999 - Current 17
AXA Equitable Life Assurance Company Yorktown, VA Oct 1987 - Sep 1999 11
US Army Williamsburg, VA Sep 1980 - Aug 1987 6
Exam Code Name Passed Date
S6 Investment Company and Variable Contracts Products Representative Examination (IR) Oct 1987
S63 Uniform Securities State Law Examination Apr 1991
S65 NASAA Investment Advisors Law Examination May 1992
S7 General Securities Representative Examination (GS) May 1998
Contact Info for Sterling R. Brightman
Phone Number: (757) 988-3999
Firm Website: http://axa.us.com
Registered State(s):
  • FL
  • MD
  • NC
  • VA
  • WV
By the Numbers
  • Total Assets Under Management
    9,867
    MILLIONS
  • Total Number of Accounts
    40,093
    ACCOUNTS
  • Average Account Value
    $246,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
101
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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