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BRIGHTHOUSE INVESTMENT ADVISERS, LLC

CHARLOTTE, NC · CRD 107312 · IAPD ↗ · 980-949-4641

$132.63BRegulatory AUM
10Advisory reps
29Employees
0Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
April 2024 — BRIGHTHOUSE INVESTMENT ADVISERS, LLC grew from 9 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
February 2024 — BRIGHTHOUSE INVESTMENT ADVISERS, LLC moved its main office from BOSTON, MA to CHARLOTTE, NC.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.