Brightside Partners

Brightside Partners (CRD# 305389) is a financial advisory firm headquartered in Baltimore, MD. They manage $691,553,029 in 324 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    692
    MILLION
  • Total Number of Accounts
    324
    ACCOUNTS
  • Average Account Value
    $2,134,423
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MD

Financial Advisors at Brightside Partners
Showing 1 - 6 of 6 top financial advisors.
1
Justin C. Bakewell
CRD#: 5840238
6300 Blair Hill Lane, Suite 302, Baltimore, MD 21209

Justin Bakewell (CRD# 5840238) is an Investment Advisor Representative working at Brightside Partners in Baltimore, MD and has over 11 years of experience in the finance industry.

2
Gregory D. Danseglio
CRD#: 6344381
6300 Blair Hill Lane, Suite 302, Baltimore, MD 21209

Gregory Danseglio (CRD# 6344381) is an Investment Advisor Representative working at Brightside Partners in Baltimore, MD and has over 3 years of experience in the finance industry. Gregory Danseglio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Abigail C. Holmes
CRD#: 6780760
6300 Blair Hill Lane, Suite 302, Baltimore, MD 21209

Abigail Holmes (CRD# 6780760) is an Investment Advisor Representative working at Brightside Partners in Baltimore, MD and has over 4 years of experience in the finance industry.

4
Pace R. Kessenich
CRD#: 3256408
6300 Blair Hill Lane, Suite 302, Baltimore, MD 21209

Pace Kessenich (CRD# 3256408) is an Investment Advisor Representative working at Brightside Partners in Baltimore, MD and has over 16 years of experience in the finance industry.

5
Jeffrey R. Cooke
CRD#: 7138001
Delray Beach, FL

Jeffrey Cooke (CRD# 7138001) is an Investment Advisor Representative working at Brightside Partners in Delray Beach, FL and has over 2 years of experience in the finance industry. Jeffrey Cooke has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Nicholas R. Daly
CRD#: 6097406
6300 Blair Hill Lane, Suite 302, Baltimore, MD 21209

Nicholas Daly (CRD# 6097406) is an Investment Advisor Representative working at Brightside Partners in Baltimore, MD and has over 9 years of experience in the finance industry.

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