linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert A Kravetz

Brighton Securities Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert A Kravetz

Robert A. Kravetz is a registered investment advisor representative with Brighton Securities Corp. Robert has been in the securities industry since June 26, 2006. He holds Series 7, 63 and 65 securities licenses. Robert specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Robert has experience working with high net worth individuals, corporations, individuals, pension and profit sharing plans, and charitable organizations.

Firm Information

Robert Kravetz is currently registered with Brighton Securities Corp.. Brighton Securities Corp. is an investment advisory firm based in Rochester, New York, that has been in operation since 1969. They provide financial planning, portfolio management, and selection of other advisers for businesses and individuals. The firm has a strong track record of success and is known for their personalized service and commitment to their clients' financial goals. They have a team of experienced professionals who can provide comprehensive financial advice to help their clients achieve their goals. The firm currently has 2,108 accounts under management with a total of $611,855,688 in regulatory assets.
Brighton Securities Corp.

1703 MONROE AVENUE

ROCHESTER, NY 14618

$611.86M

Assets Under Management

Not reported

Total Clients

46

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Kravetz’s Registration & Firm History

NY

05/16/2021 - Present

Brighton Securities Corp. (ROCHESTER NY)

NY

06/26/2006 - 01/15/2009

CITIGROUP GLOBAL MARKETS INC. (ROCHESTER NY)

Not sure if Robert A Kravetz is right for you?

Licenses & Designations

IA

Issued 08/04/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/07/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert A Kravetz.
Not sure if Robert A Kravetz is right for you?