BRIGHTPATH FINANCIAL ADVISORS, LLC

BRIGHTPATH FINANCIAL ADVISORS, LLC is an SEC-registered investment adviser (CRD 327329). Regulatory assets under management: $204K.

Registration

• CRD: 327329
• Type: Registered investment adviser
• Phone: 516-375-1189
• Latest filing: 2025-08-27
• Regulatory AUM: $204K
• Discretionary AUM: $204K
• Clients: 1
• Accounts: 3

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 327329 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search