Nicholas
Bunio
Brookstone Wealth Advisors, LLC
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About this Advisor
Nicholas Bunio is a financial advisor based in Berwyn, Pennsylvania, working with Brookstone Wealth Advisors, LLC. Nicholas has previously held positions at Valley Forge Consulting, Ellis Investment Partners, LLC, Penn State University, Creative Financial Group, Cardinal Wealth Group, Retirement Wealth Advisors, Bunio Consulting, Adult Financial Education Service, and American Retirement Institute. Nicholas has passed the Series 65 regulatory exam and is registered to provide services in Pennsylvania. Currently, Nicholas is part of Brookstone Wealth Advisors, LLC, which operates out of Berwyn, Pennsylvania. 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
Services Offered
Fee Structure
Office Location
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Brookstone Wealth Advisors, LLC Brokerage Details
225
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
Nicholas Bunio Work History
Retirement Wealth Advisors
Bunio Consulting
Adult Financial Education Service
American Retirement Institute
Creative Financial Group
Cardinal Wealth Group
Ellis Investment Partners, LLC
Valley Forge Consulting
Penn State University
Disclosures
Please visit the SEC profile of Nicholas Bunio to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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