Frank Charles Stama
Investment adviser representative at Brookwood Investment Group
16 yearsExperience
1 stateRegistered in
$1.3BFirm assets
4 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
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Brookwood Investment GroupMay 2025 to now
- Brookwood Invesment GroupApr 2025 to now
- Redwood Private Wealth LLCAug 2022 to now
- Redwood Tax Specialists LLCDec 2019 to now
- MKT ConsultingJul 2010 to now
- Coppell Advisory Solutions, dba Fusion Capital ManagementNov 2021 to Aug 2022
- MKT Investments, LLCAug 2018 to Oct 2022
- Northeastern Wealth Management LLCMar 2013 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (NH).
Brookwood Investment Group
Legal name: Brookwood Investment Group LLC
$1.3BAssets managed
3,506Clients
68Advisers
4 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
- 4956271
- Firm CRD
- 316544