GC

George Thomas Conboy

41 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
24 advisors
Number of Clients
1,924 clients
Average Client Portfolio
$513K average
Assets Under Management
$986.2M

Fee Structure

Minimum Investment:$10K
Hourly Rate:$150 - $1,000/hr

Client accounts may have a management fee ranging from 0.25% to 3.00%, depending on account value and the investment program selected. Fees are charged quarterly in advance. The SAMI Proprietary Management Account Program requires a minimum of $10,000 of assets under management, but this may be negotiable. Consulting services are available at an hourly rate of $150 to $1,000, or a fixed flat fee, agreed upon on a case-by-case basis.

Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
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Advisor Information

Office location

1703 Monroe Avenue, Rochester, NY, 14618

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Regulatory History (2)
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Regulatory
August 2006
Final
Employment Separation After Allegations
October 1983
Employment History
Current Registrations
Brighton Securities CORP.
May 2021 - Present · 4 yrs 8 mos
Brighton Securities CORP. Broker
June 1988 - Present · 37 yrs 7 mos
Previous Registrations
Brighton Financial Planning
February 2004 - July 2006 · 2 yrs 5 mos
Shearson Lehman Hutton INC.Broker
April 1988 - May 1988 · 1 mo
E. F. Hutton & Company INCBroker
July 1984 - April 1988 · 3 yrs 9 mos
State Registrations23 states
ALAZCACOCTDEFLGAILKYMAMDMEMINCNJNYOHPARISCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.