Sean Allen Robertson
Investment adviser representative at Brookstone Wealth Advisors, LLC
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Brookstone Wealth Advisors, LLCFeb 2020 to now
- Retirement Wealth Advisors, Inc.Feb 2020 to now
- Elevate Private Wealth AdvisorsAug 2019 to now
- Ameritas Investment CorpAug 2019 to Feb 2020
- Ameritas Life Insurance CorpJul 2019 to Feb 2020
- Financial Design GroupMar 2019 to Aug 2019
- Minnesota Life Insurance CoMar 2019 to Aug 2019
- Securian Financial Services IncMar 2019 to Aug 2019
- UnemployedDec 2018 to Mar 2019
- TIAAOct 2017 to Dec 2018
- TIAA-CREF Individual & Institutional Services, LLCOct 2017 to Dec 2018
- Citizens Securities, IncJul 2017 to Oct 2017
- Ameriprise Financial Services, Inc.Nov 2012 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 4484853
- Firm CRD
- 137658