Alan
Fried

Brookstone Wealth Advisors, LLC

CRD#214361
Investment Advisor
in Staten Island, NY

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About this Advisor

Alan Fried is a financial advisor based in Staten Island, New York, working with Brookstone Wealth Advisors, LLC. Alan has previously held positions 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. Alan has passed the Series 65 regulatory exam and is registered to provide services in New Jersey and New York. Currently, Alan is part of Brookstone Wealth Advisors, LLC, which operates out of Staten Island, New York. The firm has 172 offices and 225 employees. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Brookstone Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Staten Island, NY

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Brookstone Wealth Advisors, LLC Brokerage Details

Total Number of Employees

225

NY Average: 44

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

2020 - Present (4 years)

Legacy Lock

2019 - Present (5 years)

Retirement Wealth Advisors

2015 - Present (9 years)

The Eagle Team

2012 - Present (12 years)

Professional Planning Services

1987 - Present (37 years)

Baskin-Fried, Inc

2017 - 2019 (2 years)

Regal Investment Advisors, LLC

2016 - 2017 (1 year)

Wealth Watch Advisors, LLC

2014 - 2016 (2 years)

Horter Investment Management

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

Brandon Barney
Saint George, UT
Todd Manning
Wheaton, IL
Samuel Pesetsky
New Albany, OH
Matthew Conner
Wheaton, IL
Jacob Golseth
Bedford, TX
Erica Hunter
Wheaton, IL
Gregory Korn
Philipsburg, PA
Scott Sandefur
Beverly Hills, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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