Matthew Carl Philistine
Investment adviser representative at Brookstone Wealth Advisors, LLC
11 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
11 years in the industry.
- Brookstone Wealth Advisors, LLCDec 2024 to now
- Wyoming County Chamber of CommerceAug 2024 to now
- First Connect Insurance ServicesFeb 2024 to now
- Url Insurance GroupFeb 2024 to now
- Matthew Philistine, Sole ProprietorJul 2019 to now
- Trustmont Advisory Group, Inc.Dec 2022 to Jan 2023
- Cpr Financial Group LLCApr 2022 to Sep 2022
- Cpr Investments IncApr 2022 to Sep 2022
- Sequent Planning, LLCApr 2021 to Apr 2022
- Northeastern Pennsylvania ScoreMar 2021 to Sep 2022
- Futurity First Insurance GroupFeb 2021 to May 2021
- Berkshire Hathaway Guard Insurance GroupJan 2020 to Feb 2020
- EssApr 2019 to Sep 2019
- Nepa InclusiveJun 2016 to Jun 2018
- Crump Life Insurance ServicesApr 2015 to Feb 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2023
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
- 7362959
- Firm CRD
- 137658