BB
BB

Brandon James Butler

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
8,671 clients
Average Client Portfolio
$234K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None
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Location

1630 Empire Blvd, Suite 100, Webster, NY, 14580

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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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Other Business ActivitiesSells Insurance

Brandon works as an Investment Advisory Representative for Bright Futures Wealth Management, a financial professional for Bright Futures Wealth Management LLC and Kappan Financial, LLC, and sells fixed insurance products including life, health, disability, fixed annuities, and long-term care. He also works as a technical draftsman for Premo Design Inc. and provides tax preparation and planning services for Assabet Financial Group.

Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
November 2025 - Present · 3 mos
Bright Futures Wealth Management, LLC
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Cetera Investment Advisers LLC
March 2024 - November 2025 · 1 yr 8 mos
Cetera Advisors LLC
July 2023 - March 2024 · 8 mos
Cetera Advisors LLCBroker
June 2023 - November 2025 · 2 yrs 5 mos
Leigh Baldwin & CO., LLCBroker
March 2020 - July 2023 · 3 yrs 4 mos
Pruco Securities, LLC.Broker
April 2015 - February 2020 · 4 yrs 10 mos
State Registrations2 states
FLNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.