Robert
Szymanski

Brookstone Capital Management LLC

CRD#1022144
Investment Advisor
in Duluth, GA

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About this Advisor

Robert Szymanski is a certified financial planner and chartered financial consultant who works in Duluth, Georgia who has 6 years of relevant experience. Szymanski is an employee of Brookstone Capital Management LLC. During their career, Szymanski has held roles at Cetera Investment Services LLC, E*Trade Securities LLC and Horter Investment Management, LLC. Szymanski maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Georgia, South Carolina and Texas. Brookstone Capital Management LLC is an advisory firm based in Wheaton, IL. The investment advisory business has offices in 271 locations and a total of 385 advisors. It manages $8 billion in total assets between its 56,700 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 56,700 client accounts, just 8% are associated with high-net-worth individuals who have more than $1 million in investable assets. Brookstone Capital Management LLC performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fees typically depend on which services the firm provides the client. However, fee types billed by Brookstone Capital Management LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant

Years Registered*

6 years

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

6340 Sugarloaf Parkway Suite 200
Duluth, GA 30097

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Brookstone Capital Management LLC Brokerage Details

Total Assets Under Management

$7,514,377,000

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

385

GA Average: 44
Total Number of Accounts

56,700

GA Average: 2,564
Average Account Size

$132,529

GA 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

Robert Szymanski Work History

Robert has been registered as a financial advisor for 6 years.*

2014 - Present (9 years)

Horter Investment Management, LLC

2014 - 2014 (< 1 year)

E*Trade Securities LLC

2013 - 2014 (1 year)

Cetera Investment Services LLC

*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 Robert Szymanski 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

Christopher Glading
Wheaton, IL
Thomas Martin
Wheaton, IL
Kevin Pulliam
Jonesboro, AR
Michael Gerberding
Dayton, MN
Douglas Henke
Wheaton, IL
Antonio Lugo
Chicago, IL
Thomas Rachelski
Wheaton, IL
Rebecca Pryor
Snellville, GA

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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