Ci Brightworth Private Wealth

Ci Brightworth Private Wealth (CRD# 109569) is a financial advisory firm headquartered in Atlanta, GA. They manage $5,364,746,988 in 7,498 accounts and serve the financial needs of clients across 44 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,365
    MILLION
  • Total Number of Accounts
    7,498
    ACCOUNTS
  • Average Account Value
    $715,490
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

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

Financial Advisors at Ci Brightworth Private Wealth
Showing 1 - 10 of 31 top financial advisors.
1
Christopher L. Boland
CRD#: 5791671
3344 Peachtree Road, Ne, Suite 2000, Atlanta, GA 30326

Christopher Boland (CRD# 5791671) is an Investment Advisor Representative working at Ci Brightworth Private Wealth in Atlanta, GA and has 1 year of experience in the finance industry. Christopher Boland 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.

2
Matthew A. Broom
CRD#: 7065483
3344 Peachtree Road, Ne, Suite 2000, Atlanta, GA 30326

Matthew Broom (CRD# 7065483) is an Investment Advisor Representative working at Ci Brightworth Private Wealth in Atlanta, GA and has over 4 years of experience in the finance industry.

3
Lisa L. Brown
CRD#: 3266879
3344 Peachtree Road, Ne, Suite 2000, Atlanta, GA 30326

Lisa Brown (CRD# 3266879) is an Investment Advisor Representative working at Ci Brightworth Private Wealth in Atlanta, GA and has over 22 years of experience in the finance industry. Lisa Brown 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.

4
Nathaniel D. Corbitt
CRD#: 6086524
3344 Peachtree Road, Ne, Suite 2000, Atlanta, GA 30326

Nathaniel Corbitt (CRD# 6086524) is an Investment Advisor Representative working at Ci Brightworth Private Wealth in Atlanta, GA and has over 9 years of experience in the finance industry. Nathaniel Corbitt 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.

5
Brett M. Covert
CRD#: 5411349
8816 Red Oak Blvd., Suite 140, Charlotte, NC 28217

Brett Covert (CRD# 5411349) is an Investment Advisor Representative working at Ci Brightworth Private Wealth in Charlotte, NC and has over 14 years of experience in the finance industry. Brett Covert 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
Jason R. Cross
CRD#: 6286076
3344 Peachtree Road, Ne, Suite 2000, Atlanta, GA 30326

Jason Cross (CRD# 6286076) is an Investment Advisor Representative working at Ci Brightworth Private Wealth in Atlanta, GA and has over 8 years of experience in the finance industry. Jason Cross 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.

7
Annika F. Cushnie
CRD#: 5239291
3344 Peachtree Road, Ne, Suite 2000, Atlanta, GA 30326

Annika Cushnie (CRD# 5239291) is an Investment Advisor Representative working at Ci Brightworth Private Wealth in Atlanta, GA and has over 15 years of experience in the finance industry. Annika Cushnie 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.

8
Tenley E. Desjardins
CRD#: 6871800
8816 Red Oak Blvd., Suite 140, Charlotte, NC 28217

Tenley Desjardins (CRD# 6871800) is an Investment Advisor Representative working at Ci Brightworth Private Wealth in Charlotte, NC and has over 4 years of experience in the finance industry. Tenley Desjardins 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.

9
Michael R. Dewitt
CRD#: 4646371
3344 Peachtree Road, Ne, Suite 2000, Atlanta, GA 30326

Michael Dewitt (CRD# 4646371) is an Investment Advisor Representative working at Ci Brightworth Private Wealth in Atlanta, GA and has 1 year of experience in the finance industry.

10
Thomas W. Farmer
CRD#: 5232790
8816 Red Oak Blvd, Suite 140, Charlotte, NC 28217

Thomas Farmer (CRD# 5232790) is an Investment Advisor Representative working at Ci Brightworth Private Wealth in Charlotte, NC and has over 15 years of experience in the finance industry. Thomas Farmer 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.

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