Alan
Fried
Brookstone Wealth Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Alan Fried is a financial advisor who works in Staten Island, New York who has 4 years of industry experience. Fried is on the advisory team at Brookstone Wealth Advisors, LLC. Over the course of their career, Fried has held roles at Baskin-Fried, Inc, Horter Investment Management, Wealth Watch Advisors, LLC, Regal Investment Advisors, LLC, Professional Planning Services, The Eagle Team, Retirement Wealth Advisors and Legacy Lock. Fried maintains a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in New Jersey and New York. Brookstone Wealth Advisors, LLC is a firm operating out of Wheaton, IL. It has offices in 172 locations and a total of 198 advisors. Brookstone Wealth Advisors, LLC has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fees largely vary depending on which services the firm provides the client. However, fees charged by Brookstone Wealth Advisors, LLC can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Brookstone Wealth Advisors, LLC Brokerage Details
198
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Alan Fried Work History
Alan has been registered as a financial advisor for 4 years.*
Legacy Lock
Retirement Wealth Advisors
The Eagle Team
Professional Planning Services
Baskin-Fried, Inc
Regal Investment Advisors, LLC
Wealth Watch Advisors, LLC
Horter Investment Management
*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 Alan Fried 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 Wealth Advisors, LLC
Atlanta, GA
Neenah, WI
Kirkland, WA
Yakima, WA
Rio Grande, PR
The Villages, FL
Johns Creek, GA
Berwyn, PA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.