Daniel Harutunian
Investment adviser representative at Brookstone Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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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
11 years in the industry.
- Brookstone Wealth Advisors, LLCDec 2025 to now
- Brookstone Wealth Management LLCDec 2025 to now
- SelfFeb 2015 to now
- Western International Securities, Inc.May 2020 to May 2020
- Bdfs/bainApr 2019 to Nov 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 2481103
- Firm CRD
- 137658