Gregory John Halstead
Investment adviser representative at Bright Futures Wealth Management, LLC
14 yearsExperience
1 stateRegistered in
$294.5MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Silver Oak Securities, Inc.Nov 2025 to now
- Bright Futures Wealth Management, LLCOct 2020 to now
- Rochester Wealth PartnersOct 2020 to now
- Cetera Investment Advisers LLCMar 2024 to Oct 2025
- Cetera Advisors LLCOct 2020 to Oct 2025
- Pruco Securities LLCNov 2018 to Oct 2020
- Prudential Insurance Company of AmericaNov 2018 to Oct 2020
- Infinex Investments, Inc.Aug 2012 to Nov 2018
- Fairport Savings BankAug 2012 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (NY).
Bright Futures Wealth Management, LLC
$294.5MAssets managed
885Clients
14Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1626685
- Firm CRD
- 284920