Michael
Grady

Brookstone Capital Management LLC

CRD#6410875
Investment Advisor
in Stafford, VA

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About this Advisor

Michael Grady is a financial advisor operating out of Stafford, Virginia who has 8 years of relevant experience. Grady is on the advisory team at Brookstone Capital Management LLC. Throughout their career, they have worked at Wealth Watch Advisors LLC, Scps and Rmci Financial Services, LLC. Grady holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in South Carolina and Virginia. Brookstone Capital Management LLC is a financial advisory business based out of Wheaton, IL. The company has offices in 271 locations and a total of 385 people on staff. It has $8 billion in assets under management across its 56,700 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 56,700 accounts, just 8% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Brookstone Capital Management LLC offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules are based on which services the firm provides the client. Fee types billed by Brookstone Capital Management LLC can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

8 years

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

29 Bruce Street
Stafford, VA 22554

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Brookstone Capital Management LLC Brokerage Details

Total Assets Under Management

$7,514,377,000

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

385

VA Average: 44
Total Number of Accounts

56,700

VA Average: 2,564
Average Account Size

$132,529

VA 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

Michael Grady Work History

Michael has been registered as a financial advisor for 8 years.*

2016 - Present (8 years)

Rmci Financial Services, LLC

2015 - 2015 (< 1 year)

Wealth Watch Advisors LLC

2010 - 2014 (4 years)

Scps

*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 Michael Grady 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 Miller
Wheaton, IL
Douglas Henke
Wheaton, IL
Kevin Pulliam
Jonesboro, AR
Robert Szymanski
Duluth, GA
Christopher Glading
Wheaton, IL
Austin Larkin
Buffalo Grove, IL
Canaan Penland
Wheaton, IL
Melissa Rimsky
Winter Park, FL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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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.

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