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).
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Total Assets Under Management692MILLION
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Total Number of Accounts324ACCOUNTS
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Average Account Value$2,134,423
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, MD
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.
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.
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.
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.
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.
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.