Robert
Cruces
Brookstone Wealth Advisors, LLC
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About this Advisor
Robert Cruces is a financial advisor working out of New York, New York. Cruces works at Brookstone Wealth Advisors, LLC. Throughout their career, they have worked at Royal Fund Management, LLC Dba Standard Capital Financial, Wealth Financial Advisory Services, LLC, Standard Capital Financial, United Legacy Tax Advisors, Brookstone Wealth Advisors, Simplicity Wealth, LLC and Gradient Advisors LLC. Cruces maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New York. Brookstone Wealth Advisors, LLC is an advisory firm headquartered in Wheaton, IL. The company has offices in 172 locations and a total of 198 financial advisors. The advisory firm performs a number 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. Fees for financial management vary depending on which service is offered. Fees billed by Brookstone Wealth Advisors, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Robert Cruces Work History
Robert has been registered as a financial advisor for 0 years.*
Brookstone Wealth Advisors
Standard Capital Financial
Gradient Advisors LLC
Simplicity Wealth, LLC
Royal Fund Management, LLC Dba Standard Capital Financial
Wealth Financial Advisory Services, LLC
United Legacy Tax Advisors
*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 Cruces 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
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Berwyn, PA
Rio Grande, PR
The Villages, FL
Atlanta, GA
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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.
