BROOKSTONE WEALTH ADVISORS, LLC of WHEATON, IL is an SEC-registered investment adviser (CRD 137658).
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities.
Showing 25 of 29 people.
| Name | Role | Location |
|---|---|---|
| George P David | SHAREHOLDER | Waltham, MA |
| Jason Michael Crump | VP, RELATIONSHIP MANAGER | — |
| Joel Gerald Vanwoerkom | VP OF OPERATIONS | — |
| Nadim Dean Zayed | CHIEF EXECUTIVE OFFICER | — |
| Darryl Desmond Ronconi | PRESIDENT AND CHIEF OPERATING OFFICER | — |
| Matthew Lee Lovett | CHIEF COMPLIANCE OFFICER | — |
| Mark William Diorio | CHIEF INVESTMENT OFFICER | — |
| GOLDBERG SHARON MARLA | CHIEF COMPLIANCE OFFICER | — |
| WENK JASON ROBERT | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER / PRESIDENT; CHIEF EXECUTIVE OFFICER (+5 more) | — |
| SIKKENGA GERALD DALE | BOOKKEEPER; SECRETARY; TREASURER (+1 more) | — |
| DAVIS JOSHUA DALE | DIRECTOR; DIRECTOR OF BUSINESS DEVELOPMENT | — |
| CRUMP HOWARD MICHAEL | CHIEF EXECUTIVE OFFICER (CEO) / SHAREHOLDER; DIRECTOR OF CORPORATE BENEFITS; DIRECTOR OF CORPORATE BENEFITS/ SHAREHOLDER (+2 more) | — |
| LOVETT MATTHEW LEE | CHIEF COMPLIANCE OFFICER | — |
| ODOM JR STEPHEN WALKER | SHAREHOLDER | — |
| CRAIG STEVEN MONROE | SHAREHOLDER | — |
| VANWOERKOM JOEL GERALD | DIRECTOR OF FINANCIAL PLANNING/SECRETARY; DIRECTOR OF FINANCIAL PLANNING/SECRETARY/ SHAREHOLDER; PRESIDENT / SHAREHOLDER (+2 more) | — |
| CRAIG ANDREW ALDEN | SHAREHOLDER | — |
| NOLAN EDWARD WILLIAM | SHAREHOLDER | — |
| STOKES FORD MCNEILL | SHAREHOLDER | — |
| ASHTON STEPHEN ABRAHAM | SHAREHOLDER | — |
| ZAYED DEAN | CHIEF EXECUTIVE OFFICER | — |
| TYLER DANIELLE LYNNE | CHIEF COMPLIANCE OFFICER | — |
| WHELESS DANIEL RYAN | PRESIDENT | — |
| Ferris Diane Marie | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER / CHIEF ADMINISTRATION OFFICER /; CHIEF FINANCIAL OFFICER / CHIEF ADMINISTRATION OFFICER / SECRETARY / TREASURER | — |
| RONCONI DARRYL DESMOND | CHIEF OPERATING OFFICER; PRESIDENT AND CHIEF OPERATING OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
Showing 15 of 49 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| ALPHARETTA | GA | 17 | 770.796.4614 |
| ALPHARETTA | GA | 17 | 770.796.4614 |
| THE VILLAGES | FL | 6 | (352) 751-3200 |
| THE VILLAGES | FL | 6 | (352) 751-3200 |
| ST. GEORGE | UT | 5 | 435-688-9500 |
| ST. GEORGE | UT | 5 | 435-688-9500 |
| NEENAH | WI | 4 | 920-882-1819 |
| NEENAH | WI | 4 | 920-882-1819 |
| STAMFORD | CT | 3 | 203-698-5561 |
| STAMFORD | CT | 3 | 203-698-5561 |
| BERLIN | MD | 3 | 410-629-0357 |
| BERLIN | MD | 3 | 410-629-0357 |
| SARASOTA | FL | 2 | 941-413-0331 |
| NEWTON | MA | 2 | 617-630-8787 |
| WACO | TX | 2 | 254-776-8400 |