DP
David J. Perrotto
BRIGHT FUTURES WEALTH MANAGEMENT
Webster, NY 14580
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CRD#: 4960240
DP
Professional summary
David Joseph Perrotto, who also goes by David J Perrotto, David J. Perrotto, 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.
David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. David has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
David J Perrotto | David J. Perrotto
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. Equimark East, Is Investment Related,"1630 Empire Blvd, suite 100, Webster, NY, 14580, United States", Insurance and financial services, part owner,7/1/2022,160 hours per month,160 hours per month during trading hours, Salary Compensation, "Tax and consulting, tax preparation, fixed insurance, and financial services." 2. Perrotto Private Wealth, Is Not Investment Related,"1630 Empire Blvd, suite 100, Webster, NY, 14580, United States", Financial Advisory Services,Owner,1/1/2016,160 hours per month,160 hours per month during trading hours, Other Compensation, Perrotto Private Wealth is a DBA for my practice. 3. Bright Futures Wealth Management, Is Not Investment Related,"1630 Empire Blvd, suite 100, Webster, NY, 14580, United States", Financial Advisory Services,IAR,1/1/2016,160 hours per month,160 hours per month during trading hours, Fee Based Compensation, Investment Advisor Representative that sells advisory services. 4. Fixed insurance with various companies, Is Investment Related,"1630 Empire Blvd, suite 100, Webster, NY, 14580, United States", Sells fixed life and annuity products, Insurance Agent,12/6/2016,4 hours per month,4 hours per month during trading hours, Commission Compensation, Sells life insurance with various companies. 5. NAIFA,Is Not Investment Related,"1000 Wilson Boulevard, Suite 1890, Arlington, VA, 22209, United States", non profit, Grassroots Chair / Board member,1/1/2024,10 hours per month,0 hours per month during trading hours, No Compensation Compensation, "leads local advocacy efforts by engaging members in political action and building relationships with lawmakers. They coordinate grassroots campaigns, recruit and mobilize volunteers, and ensure members are informed on key legislative issues affecting advisors. The chair encourages members to connect personally with legislators, trains them in effective advocacy, and prepares them for events like state lobby days and NAIFA's Congressional Conference. They serve as the link between NAIFA's national/state advocacy teams and local members, promoting consistent messaging and strong participation. While they may support IFAPAC fundraising, their main focus is mobilizing a broad network of politically active members to protect the profession and clients' financial security."
CRS (Client Relationship Summary) - RIA
Click below to view David Joseph Perrotto'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 16, 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 22, 2024 - November 3, 2025
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
WEBSTER, NY
Past
March 31, 2021 - March 22, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
WEBSTER, NY
Past
March 2, 2012 - December 31, 2013
CETERA ADVISORS LLC
RIA
CRD#: 10299
WEBSTER, NY
Past
March 1, 2012 - November 3, 2025
CETERA ADVISORS LLC
BD
CRD#: 10299
WEBSTER, NY
Past
December 6, 2010 - December 15, 2011
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
NEW YORK, NY
Past
September 14, 2009 - December 15, 2011
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
NEW YORK, NY
Past
August 3, 2005 - September 8, 2009
GUNNALLEN FINANCIAL, INC
BD
CRD#: 17609
ROSALYN HEIGHTS, 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
IAR
New York(8/16/2021)
RR
New York(11/4/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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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Company Information
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
CRD#: 284920Webster, NY 14580TRUST BUT VERIFY
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