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Executive Vice President and Member of the Board of Managers · Brighthouse Investment Advisers, LLC

Alan R. Otis

CRD 6841874 · Named on Form ADV at one SEC-registered adviser

At a glance

Brighthouse Investment Advisers, LLC, an SEC-registered asset manager based in Charlotte, NC with $132.6 billion in regulatory assets, lists Alan R. Otis on its Form ADV as Executive Vice President and Member of the Board of Managers, a control person.

Firms and roles

AtlasMembers

Alan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Kristi N. SlavinPresident, Chief Executive Officer and Chair of the Board of Managers, Brighthouse Investment Advisers, LLC
  • Terrence T. SantrySenior Vice President and Treasurer, Brighthouse Investment Advisers, LLC
  • Anna N. KoskaVice President and Member of the Board of Managers, Brighthouse Investment Advisers, LLC
  • Katie E. HellmannChief Compliance Officer and Senior Vice President, Brighthouse Investment Advisers, LLC
  • Thomas H. WattersonExecutive Vice President, Chief Legal Officer, Secretary and Member of the Board of Managers, Brighthouse Investment Advisers, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.