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Michael J. Black

BRIGHTON SECURITIES
Huntersville, NC 28078
Some features on this profile are disabled
CRD#: 2891368
MB

Professional summary


Michael James Black, who also goes by Mike Black, is a registered financial advisor currently at BRIGHTON SECURITIES CORP. located in Huntersville, North Carolina.

Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Michael has worked at 14 firms and has passed the Series 66, Series 63, Series 6TO, SIE, Series 7, Series 10, Series 9 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Mike Black

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) MBBG, 11118 Travis Gulch Dr, Charlotte, NC 28277 RENTAL INCOME PROPERTY, PRESIDENT, 7/5/2013, NIR, 2/MO- 0/TRADING 2) LIBERTY FINANCIAL SOLUTIONS, DBA,11118 Travis Gulch Dr, Charlotte, NC 28277 BUSINESS NAME, FINANCIAL ADVISOR/PRESIDENT, 09/11/20, INV REL, 50 HOURS PER MONTH- 40/MARKET HOURS. 3) INSURANCE SALES: FIXED ANNUITIES, LIFE/HEALTH AND LTC, 7420 N REA PARK LANE, #4213, CHARLOTTE, NC, SINCE 9/11/20, THROUGH LIBERTY FINANCIAL SOLUTIONS, 5 HOURS PER MONTH, 5 DURING MARKET, INVESTMENT RELATED.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Michael James Black's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD


Click below to view Michael James Black's CRS (Customer Relationship Summary).
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

January 19, 2022 - Present

BRIGHTON SECURITIES CORP.

Office #1: 8936 Northpointe Executive Park Drive Suites 240/260, Huntersville, NC 28078
RIA
BD
CRD#: 3875
Huntersville, NC
Current

June 28, 2021 - Present

BRIGHTON SECURITIES CORP.

Office #1: 1703 Monroe Avenue, Rochester, NY 14618-1487
RIA
BD
CRD#: 3875
Rochester, NY
Past

August 31, 2021 - January 18, 2022

BRIGHTON SECURITIES CORP.

RIA
CRD#: 3875
ROCHESTER, NY
Past

June 28, 2021 - December 31, 2021

BRIGHTON SECURITIES CAPITAL MANAGEMENT, INC.

RIA
CRD#: 314111
Charlotte, NC
Past

March 15, 2021 - June 30, 2021

CADARET, GRANT & CO., INC.

RIA
CRD#: 10641
Charlotte, NC
Past

March 15, 2021 - June 30, 2021

CADARET, GRANT & CO., INC.

BD
CRD#: 10641
Charlotte, NC
Past

September 14, 2020 - March 23, 2021

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Charlotte, NC
Past

September 14, 2020 - March 23, 2021

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Charlotte, NC
Past

July 25, 2016 - September 14, 2020

EK RILEY INVESTMENTS, LLC

BD
CRD#: 121003
Charlotte, NC
Past

June 21, 2016 - September 14, 2020

EK RILEY INVESTMENTS, LLC

RIA
CRD#: 121003
Charlotte, NC
Past

September 6, 2012 - June 3, 2016

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
HUNTERSVILLE, NC
Past

August 31, 2012 - June 3, 2016

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
HUNTERSVILLE, NC
Past

August 10, 2004 - September 4, 2012

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
CHARLOTTE, NC
Past

May 13, 2002 - September 4, 2012

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
CHARLOTTE, NC
Past

June 29, 2001 - November 26, 2001

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

July 15, 1999 - June 27, 2001

HARRISDIRECT LLC

BD
CRD#: 42159
JERSEY CITY, NJ
Past

October 15, 1997 - November 10, 1997

FIRST LIBERTY INVESTMENT GROUP, INC.

BD
CRD#: 3536
PHILADELPHIA, PA
Past

July 10, 1997 - August 30, 1997

MORGAN GRANT CAPITAL CORP.

BD
CRD#: 28595
GARDEN CITY, NY
Past

July 2, 1997 - July 18, 1997

INVESTORS ASSOCIATES, INC.

BD
CRD#: 958
HACKENSACK, NJ

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".
BRIGHTON SECURITIES CORP.
BRIGHTON SECURITIES CORP.
BRIGHTON FINANCIAL PLANNING | BRIGHTON SECURITIES CORP.

CRD#: 3875 / SEC#: 801-62276, 8-14599

RIA
Registered Investment Advisory firm - SEC (9/8/2003 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

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
(1/5/2024)
RR
Georgia
(1/19/2022)
RR
Louisiana
(1/5/2024)
RR
Maine
(1/9/2024)
IAR
Minnesota
(3/31/2022)
IAR
New York
(1/19/2022)
RR
New York
(1/5/2024)
RR
North Carolina
(6/28/2021)
IAR
North Carolina
(1/19/2022)
IAR
Ohio
(1/19/2022)
RR
South Carolina
(2/18/2022)
RR
Virginia
(1/5/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/5/2004
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


BRIGHTON SECURITIES CORP.
BRIGHTON SECURITIES CORP.
BRIGHTON FINANCIAL PLANNING | BRIGHTON SECURITIES CORP.

CRD#: 3875 / SEC#: 801-62276, 8-14599

RIA
Registered Investment Advisory firm - SEC (9/8/2003 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
1703 Monroe Avenue, Rochester, NY 14618
Mailing Address
1703 Monroe Avenue, Rochester, NY 14618-1487
Phone number
(585) 473-3590
Established
New York since 03/05/1969
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
35

SEC notice filing (21 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (36 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


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

Part 2 Brochures

BSC ADV PART II - OCTOBER 2025 (10/1/2025)

Direct owners and executive officers


NamePositionCRD#
BRIGHTON SECURITIES HOLDINGS INCOWNER
ALBERTS, LORI ANNCCO
ALBERTS, LORI ANNCEO2574827
CONBOY, GEORGE THOMASCHAIRMAN1283395
LEACH, JENNY LEEDIRECTOR OF COMPLIANCE3257861
MELONI, EKATERINA AFINOP7923218

Regulatory assets under management


Total Number of Accounts3,384
AUM (Assets Under Management)$ 986,154,864

Disclosures


Regulatory Event7
Arbitration1

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
01/02/2025
Cover Page
03/01/2024
03/20/2023

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


BRIGHTON SECURITIES CORP.

BRIGHTON SECURITIES CORP.

CRD#: 3875Huntersville, NC 28078

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