Matthew D. Albertelli

BRIGHTHOUSE SECURITIES

Shelbyville, TN

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CRD#: 5120042

Professional summary

Matthew D Albertelli, who also goes by Matthew David Albertelli, Matthew Albertelli, is a registered financial professional currently at BRIGHTHOUSE SECURITIES, LLC located in Shelbyville, Tennessee.

Matthew is registered as a RR (Registered Representative) and started their career in finance in 2006. Matthew has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Matthew David Albertelli | Matthew Albertelli

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. Rental Property Renting out my previous residence in the Boston area. Address: 7 Valley Rd, Woburn, MA 01801 Start: 10/01/2016 1 non bus hr per month Investment related

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Matthew D Albertelli'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

September 2, 2024 - Present

BRIGHTHOUSE SECURITIES, LLC

CRD#: 285300

Shelbyville, TN

Past

March 14, 2023 - July 10, 2024

TRANSAMERICA CAPITAL, LLC

CRD#: 8217

DENVER, CO

Past

July 7, 2020 - March 23, 2023

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

NEW YORK, NY

Past

March 31, 2015 - March 23, 2023

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEW YORK, NY

Past

April 11, 2006 - March 31, 2015

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

BOSTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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

Montana
(9/2/2024)

New Mexico
(10/25/2024)

New York
(9/2/2024)

North Carolina
(9/3/2024)

Exams

State Security Law Exam

IAR

Series 65

Date: 7/7/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/9/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/7/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 4/10/2006

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

BRIGHTHOUSE SECURITIES, LLC

CRD#: 285300 / SEC#: , 8-69845

Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

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Contact information

Main Address

11225 North Community House Road, Charlotte, NC 28277

Mailing Address

11225 North Community House Road, Charlotte, NC 28277

Phone number

(800) 848-3854

Established

Delaware since 02/01/2000

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Medium

# of Employees

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
BRIGHTHOUSE HOLDINGS, LLC	SOLE MEMBER (SHAREHOLDER)
BEAULIEU, PHILIP JOHNATHON	VICE PRESIDENT	5300540
DAVIS, MICHAEL BENJAMIN	VICE PRESIDENT	1742347
LAMBERT, MYLES JOSEPH	CHAIRMAN PRESIDENT AND CEO	3107551
LEINTZ, DONALD ANTHONY	VICE PRESIDENT	4374813
MACILVANE, KEVIN MICHAEL JR	VICE PRESIDENT	5164574
MARTINEZ, JOHN GREGORY	PRINCIPAL FINANCIAL OFFICER	2210722
MORGAN, JANET MARIE	VICE PRESIDENT	6770849
NIGRO, GERARD JOSEPH	SENIOR VICE PRESIDENT	1577003
PROHONIC, KRISTIN LEE	CHIEF COMPLIANCE OFFICER	3048592

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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Firm Stability Insights

Matthew D. Albertelli

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Matthew D Albertelli's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRANSAMERICA CAPITAL, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

GUARDIAN INVESTOR SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/7/2020

Series 63

Date: 6/9/2006

Series 7TO

Date: 1/7/2023

SIE

Date: 10/1/2018

Series 6

Date: 4/10/2006

FINRA

Current Firm

BRIGHTHOUSE SECURITIES, LLC

Contact information

FINRA licenses (52 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

BRIGHTHOUSE SECURITIES, LLC

TRUST BUT VERIFY

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