Alan
Pershing

Brookstone Capital Management LLC

CRD#5942850
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Alan Pershing is a financial advisor based in Pittsburgh, Pennsylvania, working with Brookstone Capital Management LLC. Alan has previously held positions at Pnc Wealth Management, Brookstone Capital Management, Milestone Asset Management, LLC, and West Advisory Group. Alan has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Alan is part of Brookstone Capital Management LLC, which operates out of Pittsburgh, Pennsylvania. The firm has 271 offices and 395 employees. The firm manages assets totaling $8.8 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Brookstone Capital Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Series 65

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

8150 Perry Highway Suite 208
Pittsburgh, PA 15237

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Brookstone Capital Management LLC Brokerage Details

Total Assets Under Management

$8,842,567,363

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

395

PA Average: 44
Total Number of Accounts

68,500

PA Average: 2,564
Average Account Size

$129,089

PA 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

Alan Pershing Work History

2020 - Present (4 years)

Milestone Asset Management, LLC

2018 - Present (6 years)

Brookstone Capital Management

2018 - Present (6 years)

West Advisory Group

2014 - 2018 (4 years)

Pnc Wealth Management

Disclosures

Please visit the SEC profile of Alan Pershing 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

Michael Gerberding
Dayton, MN
Andrew Sumallo
Charlotte, NC
Alan Pershing
Pittsburgh, PA
Marvin Reynolds
Morgan, UT
Brandon Means
Saint Peters, MO
Kyle Boston
Wheaton, IL
David Hill
Wheaton, IL
Robert Szymanski
Duluth, GA

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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