AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
EM

Ekaterina A Meloni

BRIGHTON SECURITIES
ROCHESTER, NY
·CRD# 7923218·2 years experience

Professional Summary

Ekaterina A Meloni, who also goes by Katiya Meloni, Ekaterina Ovchinnikova, Katiya Ovchinnikova, is a registered financial advisor currently at BRIGHTON SECURITIES CORP. located in Rochester, New York. Ekaterina is registered as a RR (Registered Representative) and started their career in finance in 2024. Ekaterina has worked at 1 firm and has passed the Series 27 exam.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Katiya Meloni, Ekaterina Ovchinnikova, Katiya Ovchinnikova

Blog Corner

Similar Advisors

Mark Oconnell Downey II
Mark Oconnell Downey II

RAYMOND JAMES & ASSOCIATES, INC.

ROCHESTER, NY · CRD#
View profile

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Mark Oconnell Downey II
Mark Oconnell Downey II

RAYMOND JAMES & ASSOCIATES, INC.

ROCHESTER, NY · CRD#
DD
Donald Devitto

RBC CAPITAL MARKETS, LLC

ROCHESTER, NY · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Mark Oconnell Downey II
Mark Oconnell Downey II

RAYMOND JAMES & ASSOCIATES, INC.

ROCHESTER, NY · CRD#
DD
Donald Devitto

RBC CAPITAL MARKETS, LLC

ROCHESTER, NY · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Mark Oconnell Downey II
Mark Oconnell Downey II

RAYMOND JAMES & ASSOCIATES, INC.

ROCHESTER, NY · CRD#
DD
Donald Devitto

RBC CAPITAL MARKETS, LLC

ROCHESTER, NY · CRD#

Years of Experience

2 years in the financial services industry

Current & Past Employments

BRIGHTON SECURITIES CORP.·CRD# 3875
RIA
BD
1703 Monroe Avenue, Rochester, NY 14618-1487
September 18, 2024 - Present

Similar Advisors

Mark Oconnell Downey II
Mark Oconnell Downey II

RAYMOND JAMES & ASSOCIATES, INC.

ROCHESTER, NY · CRD#
DD
Donald Devitto

RBC CAPITAL MARKETS, LLC

ROCHESTER, NY · CRD#

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)

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

26

SEC notice filing (28 States and Territories)

Registered to provide investment advisory services in 28 US states and territories.

FINRA licenses (50 States and Territories)

Registered to provide investment advisory services in 28 US states and territories.

Documents

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

Part 2 Brochures

BSC ADV PART II BROCHURE - MARCH 2026 (3/24/2026)

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 Accounts

3,130

AUM (Assets Under Management)

$930,950,057

Disclosures

Regulatory Event

7

Arbitration

1

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
02/02/2026Cover PageReport
01/02/2025Cover PageReport
03/01/2024Cover PageReport

Similar Advisors

Mark Oconnell Downey II
Mark Oconnell Downey II

RAYMOND JAMES & ASSOCIATES, INC.

ROCHESTER, NY · CRD#
DD
Donald Devitto

RBC CAPITAL MARKETS, LLC

ROCHESTER, NY · CRD#

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.

The advisor shows no other business activity.

Similar Advisors

Mark Oconnell Downey II
Mark Oconnell Downey II

RAYMOND JAMES & ASSOCIATES, INC.

ROCHESTER, NY · CRD#
DD
Donald Devitto

RBC CAPITAL MARKETS, LLC

ROCHESTER, NY · CRD#

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.
This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 27 — Financial and Operations Principal Examination

Passed Sep 2024About the Series 27 exam
FINRA
SRO Registrations

Similar Advisors

Mark Oconnell Downey II
Mark Oconnell Downey II

RAYMOND JAMES & ASSOCIATES, INC.

ROCHESTER, NY · CRD#
DD
Donald Devitto

RBC CAPITAL MARKETS, LLC

ROCHESTER, NY · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Ekaterina A Meloni's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

Mark Oconnell Downey II
Mark Oconnell Downey II

RAYMOND JAMES & ASSOCIATES, INC.

ROCHESTER, NY · CRD#
DD
Donald Devitto

RBC CAPITAL MARKETS, LLC

ROCHESTER, NY · CRD#
EM
Follow Ekaterina
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required