MS
Mark S. Santelli
BRIGHT FUTURES WEALTH MANAGEMENT
Webster, NY 14580
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CRD#: 2205235
MS
Professional summary
Mark Samuel Santelli is a registered financial advisor currently at BRIGHT FUTURES WEALTH MANAGEMENT, LLC located in Webster, New York and SILVER OAK SECURITIES, INCORPORATED located in Webster, New York.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Mark has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 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. "Bright Futures Wealth Management, LLC",Is Investment Related,"1630 Empire Blvd, Suite 100, Webster, NY, 14580, United States", ADVISORY BUSINESS,ADVISOR,1/1/2017,120 hours per month,100 hours per month during trading hours, Fee Based Compensation, "FINANCIAL PLANNING, RISK ANALYSIS, ASSET ALLOCATION AND FINANCIAL ADVICE" 2. "EQUIMARK INSURANCE AGENCY, LLC",Is Not Investment Related,"1630 Empire Blvd, Suite 100, Webster, NY, 14580, United States", FIXED INSURANCE PRODUCTS,OWNER,5/26/2018,5 hours per month,0 hours per month during trading hours, Commission Compensation, FIXED INSURANCE PRODUCT SALES 3. SANTELLI PROPERTY MANAGEMENT,Is Not Investment Related,"302 E Miller Street, , Newark, NY, 14513, United States", REAL ESTATE,OWNER,9/1/1989,10 hours per month,0 hours per month during trading hours, Other Compensation, MANAGE INCOME PROPERTY
CRS (Client Relationship Summary) - RIA
Click below to view Mark Samuel Santelli'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
August 25, 2021 - Present
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
Office #1: 1630 Empire Blvd. Suite 100, Webster, NY 14580RIA
CRD#: 284920
Webster, NY
Current
November 4, 2025 - Present
SILVER OAK SECURITIES, INCORPORATED
Office #1: 1630 Empire Blvd Ste 100, Webster, NY 14580RIA
BD
CRD#: 46947
Webster, NY
Past
March 21, 2024 - November 14, 2025
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
WEBSTER, NY
Past
March 31, 2021 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
WEBSTER, NY
Past
January 1, 2004 - November 14, 2025
CETERA ADVISORS LLC
BD
CRD#: 10299
WEBSTER, NY
Past
March 8, 2002 - January 1, 2004
VESTAX SECURITIES CORPORATION
BD
CRD#: 10332
HUDSON, OH
Past
January 16, 1992 - January 5, 2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
January 16, 1992 - March 12, 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(11/4/2025)
IAR
New York(8/25/2021)
RR
New York(11/4/2025)
RR
Pennsylvania(11/4/2025)
RR
South Carolina(11/4/2025)
RR
Vermont(11/4/2025)
RR
Virginia(11/4/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
CRD#: 284920Webster, NY 14580TRUST BUT VERIFY
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