BJ
Benjamin J Malick
CRD 5582004
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Bright Portfolios, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Bright Portfolios, Llc
Chief Compliance Officer/Manager · Less than 5% · Nov 2024
-
Bright Portfolios, Llc
Managing Member/Owner · 75% or more · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗