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- Custodian
- Charles Schwab & Company · First Clearing · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- AtlasHorizon +more
- Established Date
- 08-24-1973
- Office Locations
- 7
Office Locations
About Brighton Securities Corp.
Brighton Securities is a Rochester, NY wealth management firm serving individuals, couples, families, and businesses with personalized financial planning, portfolio management, and tax preparation. Advisors build customized, goal-based strategies across life stages, with a research- and education-driven approach that includes fundamental company analysis plus fixed income and individual stock management.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
LORI ANN ALBERTS
Chief Executive Officer, Chief Operating Officer
- CRD
- #2574827
- Ownership
- Less than 5%
GEORGE THOMAS CONBOY
Chairman, Partner
- CRD
- #1283395
- Ownership
- Less than 5%
Matrix vital
Signal vector momentum
- CRD
- #85715
- Ownership
- 2.7%
Showing 2 of 4 owners & executives
Unlock allContacts
TODD W ALEXANDER
Financial Advisor, General Partner
- CRD
- #6501073
MICHAEL JAMES BLACK
Financial Advisor, General Partner
- CRD
- #2891368
Foundation glacier
Prime optima delta
- CRD
- #99249
Showing 2 of 32 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $354,982,329 | $218,855 |
| Non-Discretionary | $575,967,728 | $381,941 |
| Total | $930,950,057 | $297,428 |
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Separately Managed Accounts
Total SMA Asset: $930,950,057
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,295,399,329 | 14.5% |
| Equity - Exchange | $598,563,828 | 6.7% |
| Corporate - Non-Investment Grade | $2,394,255,312 | 26.8% |
| Cash | $964,849,156 | 10.8% |
| Corporate - Investment Grade | $1,813,559,061 | 20.3% |
| U.S. Government/Agency | $1,867,161,792 | 20.9% |
| Total | $8,933,788,478 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS FRONTIER INSIGHT | ZENITH FOCUS | 28T1ET761 | RMWNA | 0.70% | $63,702,366 |
| FOUNDATION TIMBER TIMBER | MATRIX MOMENTUM | 2ZNCVZL8V | QKT | 4.73% | $92,729,365 |
| SIGNAL CAPITAL | QUANTUM HARBOR | VAAF5Z5XN | XXPEH | 0.65% | $108,691,864 |
| PATHWAY MATRIX | HORIZON FOCUS | 4ZS83A7V6 | FBD | 11.37% | $84,374,787 |
| VALUE FRONTIER PRIME | BEACON FRONTIER | IM3DNE6ES | WSEB | 11.69% | $44,988,798 |
| RIDGE VALUE VECTOR | HARBOR CATALYST | GTZHMX7B7 | ZKNJ | 10.81% | $91,298,099 |
| GLACIER INSIGHT | ZENITH CATALYST | 0DN2WR6IZ | HFRZK | 1.01% | $5,152,470 |
| BRIDGE MATRIX EMBER | TIMBER OPTIMA | RUPCYTSZZ | VQU | 7.13% | $50,461,844 |