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Keith Edward Condemi

BRIGHT FUTURES WEALTH MANAGEMENT
WEBSTER, NY
·CRD# 2220446·34 years experience

Professional Summary

Keith Edward Condemi 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. Keith is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Keith has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 51 and Series 24 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

34 years in the financial services industry

Current & Past Employments

BRIGHT FUTURES WEALTH MANAGEMENT, LLC·CRD# 284920
RIA
1630 Empire Blvd. Suite 100, Webster, NY 14580
August 23, 2021 - Present
SILVER OAK SECURITIES, INCORPORATED·CRD# 46947
RIA
BD
1630 Empire Blvd Ste 100, Webster, NY 14580
November 3, 2025 - Present
SILVER OAK SECURITIES, INCORPORATED·CRD# 46947
RIA
BD
1630 Empire Blvd Ste 100, Webster, NY 14580
November 3, 2025 - Present
CETERA INVESTMENT ADVISERS LLC·CRD# 105644
RIA
Webster, NY
March 21, 2024 - November 11, 2025
CETERA ADVISORS LLC·CRD# 10299
RIA
Webster, NY
June 26, 2008 - March 21, 2024
CETERA ADVISORS LLC·CRD# 10299
RIA
Webster, NY
June 12, 2006 - December 31, 2006
CETERA ADVISORS LLC·CRD# 10299
BD
Webster, NY
January 1, 2004 - November 11, 2025
VESTAX SECURITIES CORPORATION·CRD# 10332
BD
Hudson, OH
July 29, 1999 - January 1, 2004
ENSEMBLE FINANCIAL SERVICES, INC.·CRD# 17443
BD
Pittsford, NY
January 18, 1993 - April 20, 1999
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA·CRD# 680
BD
Newark, NJ
June 1, 1992 - October 23, 1992
PRUCO SECURITIES, LLC.·CRD# 5685
BD
Newark, NJ
June 1, 1992 - October 23, 1992

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Current Firm

SO
SILVER OAK SECURITIES, INCORPORATED

AMA FINANCIAL PARTNERS | ZOOK FINANCIAL | ZETTERGREN FINANCIAL GROUP | WINTEREGG AND ASSOCIATES | WILLIAM E. HOPKINS & ASSOCIATES, INC. | WICKER FINANCIAL GROUP | WEST TN WEALTH | WEALTH COACH FINANCIAL | VISION401K LLC | VISION ASSET MANAGEMENT | TRUNORTH INVESTMENT MANAGEMENT | TRINITAS FINANCIAL PARTNERS | TALLGRASS WEALTH MANAGEMENT | STOLTZFUS FINANCIAL | SPIVEY FINANCIAL GROUP | SOUTHERN TRUST WEALTH MANAGEMENT | SOLID ROCK RETIREMENT STRATEGIES | SMART PLAN FINANCIAL | SILVER OAK SECURITIES, INCORPORATED | SILVER OAK SECURITIES, INC. | SILVER OAK SECURITIES INCORPORATED | SECURE RETIREMENT ADVISORS, LLC | SCHROCK FINANCIAL LLC | SCHMIDT WEALTH MANAGEMENT, LLC | RETIREMENT SECURITY GROUP | RAILEY FINANCIAL SERVICE | R. F. BISSER & ASSOCIATES FINANCIAL CONSULTANTS | PORTFOLIO IA | PLANNING LEGACIES FINANCIAL GROUP | PENSION PARTNERS | PEAK WEALTH ADVISORS | OLD TOWNE INVESTMENTS | NICOLAS GEORGE FINANCIAL | NEW FINANCIAL CONCEPTS, INC. | MOTIVE FINANCIAL SERVICES | MOSS WEALTH ADVISORS, LLC | MIDDLETON FINANCIAL | MEREDITH DEKKER FINANCIAL SERVICES LLC | MCKNIGHT ADVISORY GROUP, INC. | MAGNATE WEALTH | LOCKMUND FINANCIAL GROUP | LIFETIME FINANCIAL SOLUTIONS, INC. | LIFETIME FINANCIAL GROUP, INC. | LEON FINANCIAL GROUP | LEGACY GROUP PLANNING | LEDGEROCK ADVISORS, LLC | LAMON & WALLACE | L.P. FINANCIAL ADVISORS, INC. | JOHNSON BRUNNETTI | JOANNA SLADE, CLU®, CFP®, EA | JMS FINANCIAL SOLUTIONS, LLC | JAFFE WEALTH MANAGEMENT & CONSULTING INC. | INVITE WEALTH MANAGEMENT | HOLLIMAN GROUP | HEARN WEALTH MANAGEMENT | GRUCZ FINANCIAL | GARY W DORSEY AND ASSOCIATES | GARRISON INVESTMENT STRATEGIES | FOUNDATION FINANCIAL CONCEPTS, LLC | FORTUNE STRATEGIES LLC | FINANCIAL SERVICE ASSOCIATES | FINANCIAL RESOURCE ADVISORS | FAMILY WEALTH ADVISORY | F3 ADVISORS | EJC INSURANCE AND FINANCIAL | EAST FINANCIAL | DREHER ADVISORY SERVICES | DEKKER FINANCIAL SERVICES | D & B ACCOUNTING & FINANCIAL GROUP, PLLC | CREECH WEALTH MANAGEMENT | CORNERSTONE FINANCIAL GROUP | CORAM DEO ADVISORS | COMPREHENSIVE FINANCIAL STRATEGIES, LLC | COKER WEALTH MANAGEMENT, LLC | CLOVER WEALTH PARTNERS | CHANCERY FINANCIAL ADVISORS | CENTORBI FINANCIAL | CAROLINAS WEALTH MANAGEMENT | BROWN FINANCIAL SERVICES | BRICKEY WEALTH MANAGEMENT | BLAKE FINANCIAL | BLACK OAK ASSET MANAGEMENT | BIVEN FINANCIAL SERVICES | BIG ROCK WEALTH ADVISORS | BENNETT & BENNETT FINANCIAL, LLC | BENEFIT FINANCIAL SERVICES, LLC | BARONE FINANCIAL GROUP | B&H WEALTH | ASSET PLANNING SERVICES, INC. | ARMOR FINANCIAL, GROUP | ARBOR FINANCIAL ADVISORS | AMS FINANCIAL GROUP | AMERICAN CORNERSTONE GROUP, INC.

CRD#: 46947 / SEC#: 801-71178, 8-51601
RIA
Registered Investment Advisory firm - SEC (4/16/2010 Approved)
Arkansas
Registered Investment Advisory firm - SEC (4/17/2014 Terminated)
California
Registered Investment Advisory firm - SEC (3/3/2013 Terminated)
Colorado
Registered Investment Advisory firm - SEC (10/2/2012 Terminated)
Connecticut
Registered Investment Advisory firm - SEC (10/15/2012 Terminated)
Georgia
Registered Investment Advisory firm - SEC (9/26/2012 Terminated)
Indiana
Registered Investment Advisory firm - SEC (9/26/2012 Terminated)
Kentucky
Registered Investment Advisory firm - SEC (9/28/2012 Terminated)
Louisiana
Registered Investment Advisory firm - SEC (10/2/2012 Terminated)
Mississippi
Registered Investment Advisory firm - SEC (2/1/2013 Terminated)
Missouri
Registered Investment Advisory firm - SEC (2/1/2013 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (2/11/2016 Terminated)
Ohio
Registered Investment Advisory firm - SEC (2/12/2016 Terminated)
South Carolina
Registered Investment Advisory firm - SEC (9/26/2012 Terminated)
Tennessee
Registered Investment Advisory firm - SEC (10/26/2012 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

403 N. Parkway Ste. 101, Jackson, TN 38305

Mailing Address

403 N. Parkway Ste 101, Jackson, TN 38305

Phone Number

(731) 668-3825

Established

Tennessee since 01/27/1998

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Medium

# of Employees

103

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A: FIRM BROCHURE (3/31/2026)

Direct owners and executive officers

NamePositionCRD#
HOPKINS, WILLIAM ELLISTON IIPRESIDENT, SECRETARY2582698
ALLEN III, GEORGE THOMASFINOP, CHIEF FINANCIAL OFFICER—
WALLACE, ANDREW ROBERTSHAREHOLDER4367954
ROBERTS, WILLIAM MICHAELSHAREHOLDER—
SHOBE, JERRY DEANSHAREHOLDER1422209
MELENDY, DAVID HUDSONVICE PRESIDENT ADVISORY SERVICES5115364
REUTHER, WILLIAM NOLANCHIEF COMPLIANCE OFFICER5539627

Regulatory Assets Under Management

Total Number of Accounts

15,093

AUM (Assets Under Management)

$2,448,325,094

Disclosures

Regulatory Event

6

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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. "Equimark East, LLC",Is Investment Related,"1630 Empire Blvd., Suite 100, Webster, NY, 14580, United States", Financial Services OBA,CEO,10/1/2011,40 hours per month,38 hours per month during trading hours, Salary Compensation,"Equimark East (EE) is the employee company for our work in financial services. It pays employees collects our revenues. EE has the rental agreements and supplies benefits, health, life, DI, etc." 2. Condemi Family LTD and Condemi Management LLC,Is Not Investment Related,"1630 Empire Blvd, Suite 100, Webster, NY, 14580, United States", Single Family Rental, Partner/Member/Manager,6/1/2009,2 hours per month,0 hours per month during trading hours, Other Compensation, "Our family has a partnership, 3 brothers. We own single family rental homes and our lake property. We provide K-1's to partners and members. The LLC is the Membership/Management and holds nothing the partnership holds the assets." 3. "Bright Futures Wealth Management, LLC",Is Investment Related,"1630 Empire Blvd., Suite 100, Webster, NY, 14580, United States", Registered Investment Advisor,CEO,1/17/2017,120 hours per month,120 hours per month during trading hours, Fee Based Compensation, "IAR/Member/CEO.. Financial Planning, Asset Management for clients. Administration and research for the firm. Member CCO committee." 4. "Empire 1630-01, LLC",Is Not Investment Related,"1630 Empire Blvd., Suite 100, Webster, NY, 14580, United States", Commercial Property,Owner,7/1/2022,1 hours per month,1 hours per month during trading hours, Other Compensation, I own the commercial building for the firm to conduct business. I manage contracts for snow removal and lawn cutting and the like and then collect rents pay bills and taxes as due. I receive a K-1 for my tax return. 5. "Equimark Insurance Agency, LLC",Is Not Investment Related,"1630 Empire Blvd, Suite 100, Webster, NY, 14580, United States", Fixed Insurance, Owner/Member,1/1/2010,5 hours per month,5 hours per month during trading hours, Other Compensation,"Equimark Insurance Agency is a NYS licensed fixed insurance agency for Life, health and DI. If I write business, I am paid an insurance commission for the work. I am an owner and receive a K-1 for ownership. We also make this service available to our Advisors, Representatives and or Insurance Brokers. We use an IMO for product access. IMO's provide us with multiple carrier access and a choice for our clients from a wide variety of carriers. We may receive an expense reimbursement allowance for product written by others to offset costs of the Agency."

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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".
SO
SILVER OAK SECURITIES, INCORPORATED

AMA FINANCIAL PARTNERS | ZOOK FINANCIAL | ZETTERGREN FINANCIAL GROUP | WINTEREGG AND ASSOCIATES | WILLIAM E. HOPKINS & ASSOCIATES, INC. | WICKER FINANCIAL GROUP | WEST TN WEALTH | WEALTH COACH FINANCIAL | VISION401K LLC | VISION ASSET MANAGEMENT | TRUNORTH INVESTMENT MANAGEMENT | TRINITAS FINANCIAL PARTNERS | TALLGRASS WEALTH MANAGEMENT | STOLTZFUS FINANCIAL | SPIVEY FINANCIAL GROUP | SOUTHERN TRUST WEALTH MANAGEMENT | SOLID ROCK RETIREMENT STRATEGIES | SMART PLAN FINANCIAL | SILVER OAK SECURITIES, INCORPORATED | SILVER OAK SECURITIES, INC. | SILVER OAK SECURITIES INCORPORATED | SECURE RETIREMENT ADVISORS, LLC | SCHROCK FINANCIAL LLC | SCHMIDT WEALTH MANAGEMENT, LLC | RETIREMENT SECURITY GROUP | RAILEY FINANCIAL SERVICE | R. F. BISSER & ASSOCIATES FINANCIAL CONSULTANTS | PORTFOLIO IA | PLANNING LEGACIES FINANCIAL GROUP | PENSION PARTNERS | PEAK WEALTH ADVISORS | OLD TOWNE INVESTMENTS | NICOLAS GEORGE FINANCIAL | NEW FINANCIAL CONCEPTS, INC. | MOTIVE FINANCIAL SERVICES | MOSS WEALTH ADVISORS, LLC | MIDDLETON FINANCIAL | MEREDITH DEKKER FINANCIAL SERVICES LLC | MCKNIGHT ADVISORY GROUP, INC. | MAGNATE WEALTH | LOCKMUND FINANCIAL GROUP | LIFETIME FINANCIAL SOLUTIONS, INC. | LIFETIME FINANCIAL GROUP, INC. | LEON FINANCIAL GROUP | LEGACY GROUP PLANNING | LEDGEROCK ADVISORS, LLC | LAMON & WALLACE | L.P. FINANCIAL ADVISORS, INC. | JOHNSON BRUNNETTI | JOANNA SLADE, CLU®, CFP®, EA | JMS FINANCIAL SOLUTIONS, LLC | JAFFE WEALTH MANAGEMENT & CONSULTING INC. | INVITE WEALTH MANAGEMENT | HOLLIMAN GROUP | HEARN WEALTH MANAGEMENT | GRUCZ FINANCIAL | GARY W DORSEY AND ASSOCIATES | GARRISON INVESTMENT STRATEGIES | FOUNDATION FINANCIAL CONCEPTS, LLC | FORTUNE STRATEGIES LLC | FINANCIAL SERVICE ASSOCIATES | FINANCIAL RESOURCE ADVISORS | FAMILY WEALTH ADVISORY | F3 ADVISORS | EJC INSURANCE AND FINANCIAL | EAST FINANCIAL | DREHER ADVISORY SERVICES | DEKKER FINANCIAL SERVICES | D & B ACCOUNTING & FINANCIAL GROUP, PLLC | CREECH WEALTH MANAGEMENT | CORNERSTONE FINANCIAL GROUP | CORAM DEO ADVISORS | COMPREHENSIVE FINANCIAL STRATEGIES, LLC | COKER WEALTH MANAGEMENT, LLC | CLOVER WEALTH PARTNERS | CHANCERY FINANCIAL ADVISORS | CENTORBI FINANCIAL | CAROLINAS WEALTH MANAGEMENT | BROWN FINANCIAL SERVICES | BRICKEY WEALTH MANAGEMENT | BLAKE FINANCIAL | BLACK OAK ASSET MANAGEMENT | BIVEN FINANCIAL SERVICES | BIG ROCK WEALTH ADVISORS | BENNETT & BENNETT FINANCIAL, LLC | BENEFIT FINANCIAL SERVICES, LLC | BARONE FINANCIAL GROUP | B&H WEALTH | ASSET PLANNING SERVICES, INC. | ARMOR FINANCIAL, GROUP | ARBOR FINANCIAL ADVISORS | AMS FINANCIAL GROUP | AMERICAN CORNERSTONE GROUP, INC.

CRD#: 46947 / SEC#: 801-71178, 8-51601
RIA
Registered Investment Advisory firm - SEC (4/16/2010 Approved)
Arkansas
Registered Investment Advisory firm - SEC (4/17/2014 Terminated)
California
Registered Investment Advisory firm - SEC (3/3/2013 Terminated)
Colorado
Registered Investment Advisory firm - SEC (10/2/2012 Terminated)
Connecticut
Registered Investment Advisory firm - SEC (10/15/2012 Terminated)
Georgia
Registered Investment Advisory firm - SEC (9/26/2012 Terminated)
Indiana
Registered Investment Advisory firm - SEC (9/26/2012 Terminated)
Kentucky
Registered Investment Advisory firm - SEC (9/28/2012 Terminated)
Louisiana
Registered Investment Advisory firm - SEC (10/2/2012 Terminated)
Mississippi
Registered Investment Advisory firm - SEC (2/1/2013 Terminated)
Missouri
Registered Investment Advisory firm - SEC (2/1/2013 Terminated)
North Carolina
Registered Investment Advisory firm - SEC (2/11/2016 Terminated)
Ohio
Registered Investment Advisory firm - SEC (2/12/2016 Terminated)
South Carolina
Registered Investment Advisory firm - SEC (9/26/2012 Terminated)
Tennessee
Registered Investment Advisory firm - SEC (10/26/2012 Terminated)
BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(11/3/2025)
RR
Arkansas
(11/3/2025)
RR
California
(11/3/2025)
RR
Colorado
(11/3/2025)
RR
Connecticut
(11/3/2025)
RR
Florida
(11/3/2025)
RR
Georgia
(2/4/2026)
RR
Idaho
(11/3/2025)
RR
Maine
(11/3/2025)
RR
Maryland
(11/3/2025)
RR
Massachusetts
(11/3/2025)
RR
Missouri
(11/3/2025)
RR
Nevada
(11/3/2025)
RR
New Hampshire
(11/3/2025)
RR
New Jersey
(11/3/2025)
IAR
New York
(8/23/2021)
RR
New York
(11/3/2025)
RR
North Carolina
(11/13/2025)
RR
Oregon
(11/3/2025)
RR
Pennsylvania
(11/3/2025)
RR
Rhode Island
(11/3/2025)
RR
South Carolina
(11/3/2025)
IAR
Texas
(5/29/2025)
RR
Texas
(11/3/2025)
RR
Vermont
(11/3/2025)
RR
Virginia
(11/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed May 1992About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 1993About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed May 1992About the Series 6 exam

Series 51 — Municipal Fund Securities Principal Examination

Passed Mar 2003About the Series 51 exam

Series 24 — General Securities Principal Examination

Passed Oct 1999About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Keith Edward Condemi's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Keith Edward Condemi's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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