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Gary Richard Loduca

Investment adviser representative at Brookstone Wealth Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$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.

  1. Ep NavigatorAug 2020 to now
  2. KbkgApr 2018 to now
  3. Brookstone Wealth Advisors, LLCMar 2017 to now
  4. Retirement Wealth AdvisorsMar 2017 to now
  5. Id WatchdogSep 2016 to now
  6. Thoughtful Wealth ManagementMar 2015 to now
  7. Ep CloudAug 2018 to Jul 2020
  8. Flood Risk AmericaApr 2018 to Dec 2019
  9. Advisor HrJun 2017 to Dec 2019
  10. Stryde SolutionsApr 2017 to Apr 2018
  11. Financial GravityDec 2016 to Feb 2018
  12. Id ShieldJun 2016 to Dec 2019
  13. Thoughtful Tax AdvisorsJan 2016 to Nov 2022
  14. Horter Investment ManagementMar 2015 to Mar 2017

Designations

  • CFP® certification
  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law1995
  • Series 65 · Uniform Investment Adviser Law1996
  • Series 66 · Uniform Combined State Law2009

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
2569294
Firm CRD
137658
Advisor's SEC record (opens in a new tab)
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