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Luis M. Amato

BRIGHTPLAN LLC
Roswell, GA
Some features on this profile are disabled
CRD#: 7674761
LA

Professional summary

Luis Manuel Amato, who also goes by Luis Amato, is a registered financial advisor currently at BRIGHTPLAN LLC located in Roswell, Georgia.

Luis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Luis has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Luis Amato

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.
LENS Associates LLC; 2020 Kristian Way, Roswell, GA 30076; Owner- managing rental real estate; 01/2006-present; no time spent during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luis Manuel Amato'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

October 1, 2024 - Present

BRIGHTPLAN LLC

RIA
CRD#: 283790
Roswell, GA
Past

December 14, 2022 - June 23, 2023

ADERO PARTNERS, LLC

RIA
CRD#: 297808
Roswell, GA

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".
BL
BRIGHTPLAN LLC
BRIGHTPLAN LLC

CRD#: 283790 / SEC#: 801-108227

RIA
Registered Investment Advisory firm - (8/4/2016 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.

Highlighted states indicate IAR registrations

IAR
Georgia
(10/1/2024)
IAR
Louisiana
(2/6/2025)
IAR
Texas
(11/21/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/1/2022
Uniform Investment Adviser Law Examination

Current Firm

BL
BRIGHTPLAN LLC
BRIGHTPLAN LLC

CRD#: 283790 / SEC#: 801-108227

RIA
Registered Investment Advisory firm - (8/4/2016 Approved)
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Contact information

Main Address
333 West San Carlos Street Suite 600, San Jose, CA 95110
Mailing Address
7491 North Federal Hwy Suite C5-302, Boca Raton, FL 33487
Phone number
(408) 933-6188
Established
Firm type
Fiscal year end
# of Employees
50

SEC notice filing (47 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BRIGHTPLAN ADV PART 2A (3/31/2025)

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

BRIGHTPLAN LLC

CRD#: 283790Roswell, GA

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