SourcingSourcing

BRIGHTON SECURITIES CORP.

C48
CRD 3875·SEC 801-62276·ROCHESTER, NY
AUM
$931.0M
$500M-$1B
Est. Revenue
$9.3M
@ 1% on AUM
Est. EBITDA
$2.8M
@ 30% margin
Est. Deal Value
$22.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BRIGHTON SECURITIES CORP.
CRD
3875
SEC file #
801-62276
EIN
160961085
DBA names
—

Economics

AUM
$931.0M
AUM band
$500M-$1B
AUM trajectory
'20'26
$390.2M → $931.0M▲ +139%
Client mix
Individuals Other1,379
Individuals High Net Worth374
Pension Profit Sharing Plans17
Corporations13
Charitable Organizations12

Operations

Employees (total)
26
Advisory staff (per ADV)
21
Advisory staff (5-yr trend)
'20'26
25 advisors → 21 advisors▼ -16%
Primary office
ROCHESTER NY
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesCommissions

Filings

Latest ADV filing
04/21/2026
ADV-W filed at
—
Website
brightonsecurities.com

Compliance

Disclosures (firm)
7
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRIGHTON SECURITIES HOLDINGS INC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
BRIGHTON SECURITIES HOLDINGS INC
CONBOY, GEORGE THOMAS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BRIGHTONSECURITIES.COM
Rdap Domain Creation Date
1999-04-28T20:58:40Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
30,981
Form 5500 Compensation Trajectory 3y
202530,981
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
30,981
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0000014213
Edgar Registered
Yes
Edgar Filing Count
44
Edgar First Filing Date
2002-04-02
Edgar Last Filing Date
2026-04-29
Edgar 13f Count
7
Edgar 13f Latest AUM Estimate
Filing Date2026-04-29
Accession0000014213-26-000015
Edgar Former Names
BRIGHTON SECURITIES CORP /BD

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.409
Soi Zip Pct 200k Plus
0.1782
Soi Zip Returns 200k Plus
1900
Soi Zip Total AGI
1,569,254
Fdic Zip Total Deposits
39,417,791,000
Fdic Zip Branch Count
456
Fdic Zip Top Banks
Genesee Regional Bank
Manufacturers and Traders Trust Company

Compliance & brand

Firm Registration Status
active

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
31
Bc Firm Active IA Count
23
Bc Firm IAR Count
31
Custodian Candidates
Full
Wells Fargo13
E*trade4
Edgar Addresses
Mailing
1703 MONROE AVENUEROCHESTER, NY 14618-1487
Business
1703 MONROE AVENUEROCHESTER, NY 14618-1487
Edgar EIN
160961085
Edgar Recent Filings
13F-HR2026-04-29 · 0000014213-26-000015
13F-HR/A2026-03-09 · 0000014213-26-000010
Fdic Zip Branches Raw
The Rochester Community Savings BankPittsford, NY
The Rochester Community Savings BankBrighton, NY
Fdic Zip HHI
949.54
Fdic Zip Top Bank Share Pct
18.44
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-28T20:57:07Z
Rdap Domain Last Changed
2026-04-29T10:01:33Z
Rdap Nameservers
Ns23.domaincontrol.comNs24.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI22,947
Returns2,210
Stub 2
AGI59,083
Returns1,570
Stub 3
AGI86,875
Returns1,390
Soi Zip Total Business Income
59,517
Soi Zip Total Cap Gains
126,008
Soi Zip Total Dividends
77,135
Soi Zip Total Returns
10,660
Trust Company Affiliate
No

People (31)

31
MELONI, EKATERINA A
IAR · Executive Officer · 2.5%
7923218
LEACH, JENNY LEE
IAR · Executive Officer · 2.5%
3257861
ALBERTS, LORI ANN
IAR · Executive Officer · 2.5%
2574827
CONBOY, GEORGE THOMAS
IAR · Executive Officer · 2.5%
1283395
Joseph Keller Del Prete
IAR
8121953
CHRISTOPHER DAVID SWITALA
IAR
6164881
Michael James Gorsky
IAR
8141670
Thomas S Martin
IAR
4500330
DAVID JAMES SWITALA
IAR
1040995
JULIE ANN GULLO
IAR
1358271
SAMANTHA A Walker
IAR
7417855
Jacob Hao Chen
IAR
7712282
SARAH E MOTYKA
IAR
6171396
SALVATORE ANTHONY FASCIANO
IAR
5227016
ROBERT A KRAVETZ
IAR
5136584
SAMUEL JOSEPH DINORMA
IAR
5985341
ETHAN JOEL WADE
IAR
6103060
CLARA SANGUINETTI
IAR
6087697
CHARLES WILLIAM WADE
IAR
6039665
TODD W ALEXANDER
IAR
6501073
Jennifer Snyder
IAR
7538437
SCOTT DOUGLAS HUNTINGTON
IAR
848678
MELISSA ANN TALARICO
IAR
7123101
JEANINE B DRAKE
IAR
1710774
GARY SCOTT MICHAELS
IAR
2963593
VICTORIA LYNN Tabor
IAR
4554265
Joseph O'Hare
IAR
7498053
MICHAEL JAMES BLACK
IAR
2891368
DOUGLAS ARTHUR HENDEE
IAR
3203666
Nicholas Edward Fischer
IAR
7213371
Calvin A Willis
IAR
2827320