Melissa
Rimsky

Brookstone Capital Management LLC

CRD#3037137
Investment Advisor
in Winter Park, FL

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About this Advisor

Melissa Rimsky is a certified financial planner based out of Winter Park, Florida with 1 year of relevant experience. Rimsky is currently employed by Brookstone Capital Management LLC. During their career, Rimsky has held roles at Pnc Investments, Fintegra LLC, Harbor Community Bank, Brookstone Capital Management, Amerilife, Valic Financial Advisors, Inc, Guardian Life Insurance Company, Park Avenue Securities and Innovation Partners LLC. Rimsky holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is able to advise clients in Florida. Brookstone Capital Management LLC is an advisory business that has its headquarters in Wheaton, IL. The firm has offices in 271 locations and a total of 385 employees. It handles $8 billion in assets between its 56,700 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 56,700 client accounts, just 8% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Brookstone Capital Management LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules typically are based on which services the firm provides the client. However, fee types charged by Brookstone Capital Management LLC likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Winter Park, FL

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Brookstone Capital Management LLC Brokerage Details

Total Assets Under Management

$7,514,377,000

FL Average: $6,674,516,078
Total Number of Employees

385

FL Average: 44
Total Number of Accounts

56,700

FL Average: 2,564
Average Account Size

$132,529

FL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Melissa Rimsky Work History

Melissa has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Brookstone Capital Management

2022 - Present (2 years)

Innovation Partners LLC

2021 - Present (3 years)

Amerilife

2021 - 2021 (< 1 year)

Guardian Life Insurance Company

2021 - 2021 (< 1 year)

Park Avenue Securities

2015 - 2015 (< 1 year)

Fintegra LLC

2015 - 2015 (< 1 year)

Harbor Community Bank

2015 - 2020 (5 years)

Valic Financial Advisors, Inc

2013 - 2015 (2 years)

Pnc Investments

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Melissa Rimsky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Brookstone Capital Management LLC

Craig Dembeck
Wheaton, IL
Kevin Pulliam
Jonesboro, AR
Rebecca Pryor
Snellville, GA
Michael Miller
Wheaton, IL
Douglas Roller
Wheaton, IL
Jonathan Durr
Beaumont, TX
Canaan Penland
Wheaton, IL
Douglas Henke
Wheaton, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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