Walter C Richardson
Investment adviser representative at Brookstone Wealth Advisors, LLC
10 yearsExperience
2 statesRegistered in
$0Firm assets
19 yearsFirm in business
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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
10 years in the industry.
- Brookstone Wealth Advisors, LLCMay 2026 to now
- Cs Planning Corp.Aug 2023 to May 2026
- Morgan Stanley Private Bank, N.AAug 2019 to Sep 2023
- Morgan StanleyJul 2019 to Aug 2023
- Vanderbilt Securities, LLCNov 2017 to Jul 2019
- Capital Markets Iq, LLCAug 2016 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (CA, NJ).
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
- 2989191
- Firm CRD
- 137658