Larry L. Bright

BRIGHT ASSET MANAGEMENT

Venice, FL

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CRD#: 2387770

Professional summary

Larry Lee Bright JR is a registered financial advisor currently at BRIGHT ASSET MANAGEMENT located in Venice, Florida.

Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Larry has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 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.

Larry Bright Jr. is the Managing Member and Chief Compliance Officer of Bright Asset Management, LLC, 413 Villas Drive, Venice, FL 34285. Investment-related. Bright Asset Management, LLC is an investment advisor providing investment supervisory and consulting services to clients. Start Date: 07/2006. Devote approximately 35 hours each week, all hours during trading hours. Mr. Bright is responsible for all investment related activity for the Firm.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Lee Bright JR'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

October 13, 2006 - Present

BRIGHT ASSET MANAGEMENT

RIA

CRD#: 140972

Venice, FL

Past

April 2, 2020 - December 13, 2022

DIGITAFI

RIA

CRD#: 304710

Branford, CT

Past

July 25, 2008 - March 16, 2012

PENSION ADVISORS GROUP, LLC

RIA

CRD#: 146013

WESTBROOK, CT

Past

April 3, 2002 - January 20, 2006

HIMCO DISTRIBUTION SERVICES COMPANY

CRD#: 6604

HARTFORD, CT

Past

January 2, 2001 - July 7, 2006

DIASTOLE WEALTH MANAGEMENT

RIA

CRD#: 111604

OLD SAYBROOK, CT

Past

April 27, 1994 - October 26, 2000

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

September 9, 1993 - March 24, 1994

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

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.

Highlighted states indicate IAR registrations

IAR

Connecticut
(10/13/2006)

IAR

Florida
(9/6/2024)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/14/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/14/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/8/1993

General Securities Representative Examination

Current Firm

BRIGHT ASSET MANAGEMENT

BRIGHT ASSET MANAGEMENT | BRIGHT ASSET MANAGEMENT LLC

CRD#: 140972 / SEC#: 801-66909

RIA

Registered Investment Advisory firm - (7/17/2012 Terminated)

Connecticut

Registered Investment Advisory firm - (5/18/2012 Approved)

Florida

Registered Investment Advisory firm - (9/6/2024 Approved)

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).

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Contact information

Main Address

Venice, FL

Mailing Address

535 Us 41 Bypass N, Venice, FL 34285

Phone number

(860) 943-0223

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	76
AUM (Assets Under Management)	$ 53,425,771

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.

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Larry L. Bright

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Lee Bright JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRIGHT ASSET MANAGEMENT

DIGITAFI

PENSION ADVISORS GROUP, LLC

HIMCO DISTRIBUTION SERVICES COMPANY

DIASTOLE WEALTH MANAGEMENT

CHARLES SCHWAB & CO., INC.

AMERIPRISE ADVISOR SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/14/1997

Series 63

Date: 9/14/1993

Series 7

Date: 9/8/1993

Current Firm

BRIGHT ASSET MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BRIGHT ASSET MANAGEMENT

TRUST BUT VERIFY

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