GH
Gregory J. Halstead
BRIGHT FUTURES WEALTH MANAGEMENT
Pittsford, NY 14534
Some features on this profile are disabled
CRD#: 1626685
GH
Professional summary
Gregory John Halstead is a registered financial advisor currently at BRIGHT FUTURES WEALTH MANAGEMENT, LLC located in Pittsford, New York and SILVER OAK SECURITIES, INCORPORATED located in Pittsford, New York.
Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Gregory has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1. Rochester Wealth Partners, Is Investment Related,"10 Office Park Way, Ste 200, Pittsford, NY, 14534, United States", DBA for Independent Financial Professional, Financial Professional,10/1/2020,160 hours per month,120 hours per month during trading hours, Commission Compensation, DBA for Independent Financial Professional 2. Bright Futures Wealth Management, Is Investment Related,"10 Office Park Way, Ste 200, Pittsford, NY, 14534, United States", Independent RIA,IAR,9/30/2021,160 hours per month,120 hours per month during trading hours, Fee Based Compensation, IAR 3. Fixed insurance with various companies, Is Not Investment Related,"10 Office Park Way, 200, PITTSFORD, NY, 14534, United States", Fixed Insurance, Broker/Agent,10/1/2020,4 hours per month,0 hours per month during trading hours, Commission Compensation, Right Fixed Insurance/Term insurance or FIA for clients 4. Burnley Rise HOA,Is Not Investment Related,"1 Bunker Trail, , PITTSFORD, NY, 14534, United States",HOA,Treasurer,1/1/2010,1 hours per month,0 hours per month during trading hours, No Compensation Compensation, Treasurer for Home Owners Association
CRS (Client Relationship Summary) - RIA
Click below to view Gregory John Halstead'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®
NoneExperience
Current
September 30, 2021 - Present
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
Office #1: 10 Office Park Way Suite 200, Pittsford, NY 14534RIA
CRD#: 284920
Pittsford, NY
Current
November 5, 2025 - Present
SILVER OAK SECURITIES, INCORPORATED
Office #1: 10 Office Park Way Ste 200, Pittsford, NY 14534RIA
BD
CRD#: 46947
Pittsford, NY
Past
March 21, 2024 - November 3, 2025
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
PITTSFORD, NY
Past
March 31, 2021 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
PITTSFORD, NY
Past
October 5, 2020 - November 3, 2025
CETERA ADVISORS LLC
BD
CRD#: 10299
PITTSFORD, NY
Past
November 15, 2018 - October 16, 2020
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
Pittsford, NY
Past
August 22, 2012 - November 5, 2018
OSAIC INSTITUTIONS, INC.
BD
CRD#: 35371
Pittsford, NY
Past
August 25, 2009 - August 20, 2012
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.
BD
CRD#: 18487
FAIRPORT, NY
Past
December 3, 2007 - August 25, 2009
MUTUAL SERVICE CORPORATION
BD
CRD#: 4806
FAIRPORT, NY
Past
August 24, 2004 - December 7, 2007
CETERA ADVISORS LLC
BD
CRD#: 10299
ROCHESTER, NY
Past
April 21, 2003 - August 20, 2004
LIFEMARK SECURITIES CORP.
BD
CRD#: 16204
ROCHESTER, NY
Past
October 11, 2002 - April 29, 2003
VOYA FINANCIAL PARTNERS, LLC
BD
CRD#: 34815
WINDSOR, CT
Past
February 19, 1987 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
February 19, 1987 - December 17, 2002
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
ARABELLA WEALTH ADVISORS | ROCHESTER WEALTH PARTNERS | PROSPERITY WEALTH MANAGEMENT | PREFERRED FINANCIAL ADVISORS, LLC | PERROTTO WEALTH MANAGEMENT | MCCLELLAND FINANCIAL MANAGEMENT, LLC | MASSEY GROUP WEALTH MANAGEMENT | MARTIN PAUL AND ASSOCIATES | LIFETIME FINANCIAL GROUP | KAPPAN FINANCIAL, LLC | BRIGHTLINE FINANCIAL | BRIGHT FUTURES WEALTH MANAGEMENT, LLC | ASSABET FINANCIAL GROUP
CRD#: 284920 / SEC#: 801-108869
RIA
Registered Investment Advisory firm - (1/3/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Florida(11/6/2025)
RR
Michigan(11/7/2025)
IAR
New York(9/30/2021)
RR
New York(11/6/2025)
RR
South Carolina(11/7/2025)
RR
Virginia(11/6/2025)
RR
Washington(11/6/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
BF
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
ARABELLA WEALTH ADVISORS | ROCHESTER WEALTH PARTNERS | PROSPERITY WEALTH MANAGEMENT | PREFERRED FINANCIAL ADVISORS, LLC | PERROTTO WEALTH MANAGEMENT | MCCLELLAND FINANCIAL MANAGEMENT, LLC | MASSEY GROUP WEALTH MANAGEMENT | MARTIN PAUL AND ASSOCIATES | LIFETIME FINANCIAL GROUP | KAPPAN FINANCIAL, LLC | BRIGHTLINE FINANCIAL | BRIGHT FUTURES WEALTH MANAGEMENT, LLC | ASSABET FINANCIAL GROUP
CRD#: 284920 / SEC#: 801-108869
RIA
Registered Investment Advisory firm - (1/3/2017 Approved)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
1630 Empire Blvd. Suite 100, Webster, NY 14580
Mailing Address
Phone number
(585) 231-1595
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,404 |
| AUM (Assets Under Management) | $ 254,375,637 |
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
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
CRD#: 284920Pittsford, NY 14534TRUST BUT VERIFY
Monitor Gregory Halstead
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
