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David Louis Messing

Investment adviser representative at Brookstone Wealth Advisors, LLC
16 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

16 years in the industry.

  1. Brookstone Wealth Advisors, LLCMar 2023 to now
  2. Advanced Estate ServicesAug 2010 to now
  3. Capital Asset Advisory Services, LLCAug 2016 to Mar 2023

Exams passed

  • Series 65 · Uniform Investment Adviser Law2016

State registrations

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

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
6691793
Firm CRD
137658
Advisor's SEC record (opens in a new tab)
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