Brightplan LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 283790
- SEC number
- 801-108227
- Firm type
- RIA
- Assets under management
- Not yet retrieved from the source record
- Website
- www.brightplan.com ↗
- Phone
- 408-933-6188
- Address
- 333 West San Carlos Street, San Jose, CA, 95110
Advisors at this firm
6 in our index · page 1 of 1
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Haleigh Rose AlbersCRD 6879750 · St. Louis, MOIA Registered
-
Luis Manuel AmatoCRD 7674761 · Roswell, GAIA Registered
-
Joan Christine GonzalezCRD 2005640 · Framingham, MAIA RegisteredRegistration inactive
-
Chantal Mukai HerseyCRD 6392111 · Berkeley, CAIA Registered
-
Daniel S LeeCRD 5836639 · Las Vegas, NVIA Registered
-
Daniel Lee StokesCRD 6523395 · Columbia, MOIA Registered
1–6 of 6
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 283790 ↗
FINRA BrokerCheck record for firm CRD 283790 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.