AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
CC

Cristopher E. Cuevas

BRIGHT LEGACY LLC
CHINO HILLS, CA 91709
Some features on this profile are disabled
CRD#: 6594542
CC

Professional summary

Cristopher Evan Cuevas is a registered financial advisor currently at BRIGHT LEGACY LLC located in Chino Hills, California.

Cristopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Cristopher has worked at 3 firms and has passed the Series 66, Series 7TO, Series 3, SIE and Series 7 exams.

top-8-questions

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.
1. Licensed insurance professional; same address; less than 10% of time. 2. Golden Springs View d/b/a True Prime Mortgage; Not Investment Related; Diamond Bar, California; President and Loan Originator - Business Development; 20 hours per month; Create marketing plans to generate leads for account executives, assist in business development, and originate home loans and refinances. 3. Cloud Partners - Not Investment Related - Diamond Bar, CA - Consulting for business cloud solutions - Principal, Cloud Consultant - 1/31/24 - 20 hours per month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cristopher Evan Cuevas'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

April 4, 2022 - Present

BRIGHT LEGACY LLC

Office #1: 15335 Fairfield Ranch Road Suite 240, Chino Hills, CA 91709
RIA
CRD#: 318338
CHINO HILLS, CA
Past

January 6, 2020 - September 29, 2020

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
LOS ANGELES, CA
Past

January 3, 2020 - September 29, 2020

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
LOS ANGELES, CA
Past

April 30, 2018 - December 16, 2019

MORGAN STANLEY

RIA
CRD#: 149777
SANTA ANA, CA
Past

January 12, 2018 - December 16, 2019

MORGAN STANLEY

BD
CRD#: 149777
SANTA ANA, CA

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
California
(4/4/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/30/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/19/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 3
Date: 4/14/2019
National Commodity Futures Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/12/2018
General Securities Representative Examination

Current Firm

BL
BRIGHT LEGACY LLC
BRIGHT LEGACY ASSET MANAGEMENT GROUP | BRIGHT LEGACY LLC

CRD#: 318338 / SEC#:

California
Registered Investment Advisory firm - (4/4/2022 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
15335 Fairfield Ranch Road Suite 240, Chino Hills, CA 91709
Mailing Address
Phone number
(213) 376-2255
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts115
AUM (Assets Under Management)$ 6,750,000

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

BRIGHT LEGACY LLC

CRD#: 318338Chino Hills, CA 91709

TRUST BUT VERIFY

Monitor Cristopher Cuevas

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Barton S Pearce
Barton PearceAdvisorCheck Check Mark
PARK AVENUE SECURITIES LLC
IAR
RR
IRVINE, CA
Ryan Christopher Perry
Ryan PerryAdvisorCheck Check Mark
FALCON WEALTH PLANNING, INC.
IAR
ONTARIO, CA
Gabriel Abraham Shahin
Gabriel ShahinAdvisorCheck Check Mark
FALCON WEALTH PLANNING, INC.
IAR
ONTARIO, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics