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).
-
Total Assets Under Management468MILLION
-
Total Number of Accounts755ACCOUNTS
-
Average Account Value$620,064
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
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
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.
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.
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.
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.
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.
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.
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.
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.
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]