Brite Advisors Usa, Inc.

Brite Advisors Usa, Inc. (CRD# 155775) is a financial advisory firm headquartered in New York, NY. They manage $468,148,435 in 755 accounts and serve the financial needs of clients across 25 states (or territories).

By the Numbers
  • Total Assets Under Management
    468
    MILLION
  • Total Number of Accounts
    755
    ACCOUNTS
  • Average Account Value
    $620,064
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, GA, ID, IL, KS, LA, MA, MI, MN, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA

Financial Advisors at Brite Advisors Usa, Inc.
Showing 1 - 10 of 13 top financial advisors.
1
Andrew B. Anello
CRD#: 4076110
12 E49th Street, 11th Floor, New York, NY 10017

Andrew Anello (CRD# 4076110) is an Investment Advisor Representative working at Brite Advisors Usa, Inc. in New York, NY and has over 12 years of experience in the finance industry.

2
Matthew Doherty
CRD#: 6160873
800 Town & Country Blvd, Office 552, Houston, TX 77024

Matthew Doherty (CRD# 6160873) is an Investment Advisor Representative working at Brite Advisors Usa, Inc. in Houston, TX and has over 11 years of experience in the finance industry.

3
Adrian E. Flambard
CRD#: 6108975
12 E49th Street, 11th Floor, New York, NY 10017

Adrian Flambard (CRD# 6108975) is an Investment Advisor Representative working at Brite Advisors Usa, Inc. in New York, NY and has over 11 years of experience in the finance industry.

4
Benjamin J. Hadley
CRD#: 6598901
12 E49th Street, 11th Floor, New York, NY 10017

Benjamin Hadley (CRD# 6598901) is an Investment Advisor Representative working at Brite Advisors Usa, Inc. in New York, NY and has over 8 years of experience in the finance industry.

5
Damien P. Hanly
CRD#: 6491150
12 E49th Street, 11th Floor, New York, NY 10017
Damien Hanly (CRD# 6491150) is an Investment Advisor Representative working at Devere Usa Inc. in New York, NY and has 1 year of experience in the finance industry.
6
Matthew T. Hunkele
CRD#: 6648045
12 E49th Street, 11th Floor, New York, NY 10017

Matthew Hunkele (CRD# 6648045) is an Investment Advisor Representative working at Brite Advisors Usa, Inc. in New York, NY and has over 5 years of experience in the finance industry.

7
Gareth H. Jones
CRD#: 6568907
12 E49th Street, 11th Floor, New York, NY 10017

Gareth Jones (CRD# 6568907) is an Investment Advisor Representative working at Brite Advisors Usa, Inc. in New York, NY and has over 10 years of experience in the finance industry.

8
Jack S. Lamb
CRD#: 6900962
115 Broadway, 5th Floor, New York, NY 10006

Jack Lamb (CRD# 6900962) is an Investment Advisor Representative working at Brite Advisors Usa, Inc. in New York, NY and has over 6 years of experience in the finance industry.

9
James A. Swarbrick
CRD#: 6946689
115 Broadway, 5th Floor, New York, NY 10006

James Swarbrick (CRD# 6946689) is an Investment Advisor Representative working at Brite Advisors Usa, Inc. in New York, NY and has over 6 years of experience in the finance industry.

10
Zachary D. Zanghi
CRD#: 5616012
12 E49th Street, 11th Floor, New York, NY 10017

ADV Part 2B – Zachary Zanghi

 

Zachary Zanghi is the Managing Partner and co-founder of Touchstone Advisory, LLC.  In this role, he oversees all aspects of Touchstone Advisory, LLC’s business in addition to providing investment advisory services to clients. Mr. Zanghi has over ten years of comprehensive professional experience in the financial service industry. He has been affiliated with leading investment firms in the financial service industry such as Citigroup Global Markets, Inc. In addition to his position at Touchstone Advisory, LLC, he is currently a Managing Director of Primary Capital, LLC, a Brokerage Firm Regulated by FINRA.

Mr. Zanghi provides financial advice and services to high net worth individuals, assisting his clients with investment strategies to achieve their desired financial objectives. Mr. Zanghi affiliation with Primary provides his Touchstone clients with a broader range of investment opportunities and allows Mr. Zanghi to service both fee based and commission-based clients.

Mr. Zanghi received his Bachelor of Business Administration (BBA), Finance and Information Technology Degree from the State University of New York, Albany. He has the following Licenses & Designations:

  • Series 7 – General Securities Representative
  • Series 24 – General Securities Principal
  • Series 63 – Uniform Securities Agent State Law
  • Series 66 – Uniform Combined State Law
  • Licensed Insurance Agent – Life, Accident & Health, Variable Life/Annuities
  • Accredited Investment Fiduciary (AIF®).

Zachary is originally from the New York City metro area and currently resides in Long Island, New York with his wife and expecting child.

 

Feel free to contact Zachary at 646-450-0947 or [email protected]

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