Richard
Milella

Brookstone Wealth Advisors, LLC

CRD#1697366
Investment Advisor
in Farmingdale, NY

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About this Advisor

Richard Milella is a financial advisor based in Farmingdale, New York, working with Brookstone Wealth Advisors, LLC. Richard has previously held positions at Brookstone Wealth Advisors, LLC, Richard Milella, Long Island Funding For Education, R.F. Milella Advisory Associates, LTD, and Patriot Tax Services. Richard has passed the Series 63 regulatory exam and is registered to provide services in Louisiana, New Jersey, New York, and Texas. Currently, Richard is part of Brookstone Wealth Advisors, LLC, which operates out of Farmingdale, 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 63, Chartered Financial Consultant

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

145 Merritts Road
Farmingdale, NY 11735

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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

Richard Milella Work History

2014 - Present (10 years)

Brookstone Wealth Advisors, LLC

2013 - Present (11 years)

Patriot Tax Services

2012 - Present (12 years)

Long Island Funding For Education

2007 - Present (17 years)

R.F. Milella Advisory Associates, LTD

1986 - Present (38 years)

Richard Milella

Disclosures

Please visit the SEC profile of Richard Milella 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

Mark Huhta
Wheaton, IL
Maxwell Mcbrayer
Alpharetta, GA
Matthew Conner
Wheaton, IL
Todd Manning
Wheaton, IL
Jacob Golseth
Bedford, TX
Patrick Miles
Foothill Ranch, CA
Gregory Korn
Philipsburg, PA
Samuel Pesetsky
New Albany, OH

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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