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Larry Lee Bright Jr

BRIGHT ASSET MANAGEMENT
VENICE, FL
·CRD# 2387770·33 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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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

33 years in the financial services industry

Current & Past Employments

BRIGHT ASSET MANAGEMENT·CRD# 140972
RIA
Venice, FL
October 13, 2006 - Present
DIGITAFI·CRD# 304710
RIA
Branford, CT
April 2, 2020 - December 13, 2022
PENSION ADVISORS GROUP, LLC·CRD# 146013
RIA
Westbrook, CT
July 25, 2008 - March 16, 2012
HIMCO DISTRIBUTION SERVICES COMPANY·CRD# 6604
BD
Hartford, CT
April 3, 2002 - January 20, 2006
DIASTOLE WEALTH MANAGEMENT·CRD# 111604
RIA
Old Saybrook, CT
January 2, 2001 - July 7, 2006
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Westlake, TX
April 27, 1994 - October 26, 2000
AMERIPRISE ADVISOR SERVICES, INC.·CRD# 5979
BD
Detroit, MI
September 9, 1993 - March 24, 1994

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Current Firm

BA
BRIGHT ASSET MANAGEMENT

BRIGHT ASSET MANAGEMENT | BRIGHT ASSET MANAGEMENT LLC

CRD#: 140972 / SEC#: 801-66909
RIA
Registered Investment Advisory firm - SEC (7/17/2012 Terminated)
Connecticut
Registered Investment Advisory firm - Connecticut (5/18/2012 Approved)
Florida
Registered Investment Advisory firm - Florida (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).

Contact Information

Main Address

Venice, FL

Mailing Address

535 Us 41 Bypass N, Venice, FL 34285

Phone Number

(860) 943-0223

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

76

AUM (Assets Under Management)

$62,804,384

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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.

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.

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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.
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

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

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 1997About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1993About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Sep 1993About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

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

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