Richard Francis Milella
Investment adviser representative at Brookstone Wealth Advisors, LLC
40 yearsExperience
4 statesRegistered in
ChFC®Designation
$0Firm assets
Are you Richard Francis Milella? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
40 years in the industry.
- Brookstone Wealth Advisors, LLCJun 2014 to now
- Patriot Tax ServicesJan 2013 to now
- Long Island Funding for EducationDec 2012 to now
- R.F. Milella Advisory Associates, Ltd.Dec 2007 to now
- Richard MilellaJan 1986 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
State registrations
Registered as an investment adviser representative in 4 states (LA, NJ, NY, TX).
Brookstone Wealth Advisors, LLC
$0Assets managed
0Clients
222Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1697366
- Firm CRD
- 137658