Unclaimed
Kaitlyn Brightbill is a registered investment advisor representative with BlackRock Investment Management, LLC. Kaitlyn is licensed in 53 states and the District of Columbia for both broker-dealer and investment advisor services. Kaitlyn has been working in the financial services industry since 2012. Kaitlyn has a broad range of experience in the investment advisory field and is a well-respected member of the financial services community. Prior to joining Blackrock, Kaitlyn worked at Morgan Stanley, Eaton Vance Distributors, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kaitlyn holds the Series 7 and 66 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
09/29/2022 - Present
Blackrock Investment Management, LLC (NEW YORK NY)
NY
01/15/2022 - 09/14/2022
EATON VANCE DISTRIBUTORS, INC. (New York NY)
NY
01/04/2018 - 01/15/2022
MORGAN STANLEY DISTRIBUTION, INC. (New York NY)
NY
08/21/2014 - 01/04/2018
MORGAN STANLEY (NEW YORK NY)
NY
06/05/2013 - 08/14/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/01/2012 - 06/28/2013
MORGAN STANLEY (NEW YORK NY)
BOTH
Issued 10/22/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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