AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
PC

Philip J. Cunningham

BRIGHTHOUSE SECURITIES
West Hartford, CT
Some features on this profile are disabled
CRD#: 1087304
PC

Professional summary


Philip Joseph Cunningham is a registered financial professional currently at BRIGHTHOUSE SECURITIES, LLC located in West Hartford, Connecticut.

Philip is registered as a RR (Registered Representative) and started their career in finance in 1983. Philip has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10, Series 9 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Philip Joseph Cunningham's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 6, 2017 - Present

BRIGHTHOUSE SECURITIES, LLC

BD
CRD#: 285300
West Hartford, CT
Past

December 15, 2016 - March 6, 2017

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 107622
NEW YORK CITY, NY
Past

October 30, 2013 - November 11, 2016

TRANSAMERICA CAPITAL, LLC

BD
CRD#: 8217
DENVER, CO
Past

January 7, 2008 - October 25, 2013

METLIFE INVESTORS DISTRIBUTION COMPANY

BD
CRD#: 107622
NEW YORK CITY, NY
Past

November 26, 2002 - November 2, 2007

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
CHICAGO, IL
Past

February 1, 2002 - November 2, 2007

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
CHICAGO, IL
Past

September 4, 1990 - September 14, 2001

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

September 1, 1987 - September 4, 1990

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

BD
CRD#: 76
Past

November 27, 1984 - October 2, 1987

NATIONAL FINANCIAL SERVICES LLC

BD
CRD#: 13041
Past

January 19, 1983 - July 11, 1983

EASTERN CAPITAL CORPORATION

BD
CRD#: 7910

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(2/28/2024)
RR
Montana
(3/6/2017)
RR
New Mexico
(12/11/2024)
RR
New York
(3/6/2017)
RR
Oregon
(3/6/2017)
RR
Washington
(3/6/2017)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/28/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/31/1996
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm


BS
BRIGHTHOUSE SECURITIES, LLC
BRIGHTHOUSE SECURITIES, LLC

CRD#: 285300 / SEC#: , 8-69845

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
11225 North Community House Road, Charlotte, NC 28277
Mailing Address
11225 North Community House Road, Charlotte, NC 28277
Phone number
(800) 848-3854
Established
Delaware since 02/01/2000
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
BRIGHTHOUSE HOLDINGS, LLCSOLE MEMBER (SHAREHOLDER)
BEAULIEU, PHILIP JOHNATHONVICE PRESIDENT5300540
DAVIS, MICHAEL BENJAMINVICE PRESIDENT1742347
LAMBERT, MYLES JOSEPHCHAIRMAN PRESIDENT AND CEO3107551
LEINTZ, DONALD ANTHONYVICE PRESIDENT4374813
MACILVANE, KEVIN MICHAEL JRVICE PRESIDENT5164574
MARTINEZ, JOHN GREGORYPRINCIPAL FINANCIAL OFFICER2210722
MORGAN, JANET MARIEVICE PRESIDENT6770849
NIGRO, GERARD JOSEPHSENIOR VICE PRESIDENT1577003
PROHONIC, KRISTIN LEECHIEF COMPLIANCE OFFICER3048592

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BRIGHTHOUSE SECURITIES, LLC

CRD#: 285300West Hartford, CT

TRUST BUT VERIFY

Monitor Philip Cunningham

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics