Joseph Horwath has been an investment adviser representative at Bright Financial Advisors since September 2026, and is not listed among the firm’s executive officers or direct owners.
Bright Financial Advisors, Inc. is a Portage, MI firm with $725M under management, 665 clients and 2 advisers in one office, as of its January 2026 filing.
- – present · under a yearPortage, MI · Adviser representative · Firm CRD 107931
Investment adviser representative registrations
Joseph Horwath is registered as an investment adviser representative in Michigan, since September 2026.
- MichiganSince 2 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 21 December 2023 |
- Name
- Securities Industry Essentials Examination
- Full name
- Joseph James Horwath
- CRD
- 7858758
- Firm
- Bright Financial Advisors · CRD 107931
- Office
- 450 W. CENTRE AVENUE, SUITE C, Portage, MI 49024
- Registration
- Investment adviser registration
- In the industry since
- September 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Joseph Horwath work?
Joseph Horwath is an investment adviser representative registered through Bright Financial Advisors, Inc. since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Joseph Horwath a financial advisor?
Yes. Joseph Horwath has a current investment-adviser registration in Michigan, through Bright Financial Advisors since September 2026.
How many years of experience does Joseph Horwath have?
Joseph Horwath has 0 years in the financial industry, since September 2026, across 1 adviser firm.
What exams has Joseph Horwath passed?
Joseph Horwath passed the SIE in December 2023.
Where is Joseph Horwath based?
Joseph Horwath’s registered office is in Portage, MI.
Is Joseph Horwath registered with FINRA?
No. Joseph Horwath has no current broker registration.
How can I verify Joseph Horwath’s record?
Search CRD 7858758 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Horwath’s full registration record.
