Brightwater Advisory, LLC

Brightwater Advisory, LLC (CRD# 169806) is a financial advisory firm headquartered in Tampa, FL. They manage $165,354,350 in 523 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    165
    MILLION
  • Total Number of Accounts
    523
    ACCOUNTS
  • Average Account Value
    $316,165
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
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, NC, TX, VA

Financial Advisors at Brightwater Advisory, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David C. Maddux
CRD#: 3100686
1413 S. Howard Ave., Suite 201, Tampa, FL 33606
93
Wealthminder
score

David Maddux (CRD# 3100686) is an Investment Advisor Representative working at Brightwater Advisory, LLC in Tampa, FL and has over 18 years of experience in the finance industry.

2
Robert B. Garey
CRD#: 1230628
16021 N. Florida Avenue, Lutz, FL 33549
83
Wealthminder
score

Robert Garey (CRD# 1230628) is an Investment Advisor Representative working at Brightwater Advisory, LLC in Lutz, FL and has over 34 years of experience in the finance industry.

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