KB
KB

Kaitlyn Brightbill

13 Years of Experience
New York, NY
Broker

Kaitlyn Brightbill is a registered investment advisor at Blackrock Investment Management, LLC, based in New York, NY, with 13 years of industry experience. Kaitlyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,238 clients with $510B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
677 advisors
IM Fee
Planning only
Assets Under Management
$508.2B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

New York, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Blackrock Investments, LLC
September 2022 - Present · 4 yrs
Blackrock Investment Management, LLC
September 2022 - Present · 4 yrs
Blackrock Investments, LLCBroker
September 2022 - Present · 4 yrs
Previous Registrations
Morgan Stanley Investment Management INC.
February 2022 - September 2022 · 7 mos
Eaton Vance Distributors, INC.Broker
January 2022 - September 2022 · 8 mos
Morgan Stanley Investment Management INC.
January 2018 - January 2022 · 4 yrs
Morgan Stanley Distribution, INC.Broker
January 2018 - January 2022 · 4 yrs
Morgan Stanley
August 2014 - January 2018 · 3 yrs 5 mos
Morgan StanleyBroker
August 2014 - January 2018 · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2013 - August 2014 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2013 - August 2014 · 1 yr 2 mos
Morgan Stanley
October 2012 - June 2013 · 8 mos
Morgan StanleyBroker
May 2012 - June 2013 · 1 yr 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kaitlyn Brightbill - Financial Advisor | TrueAdvisor