Peter Allen Ross
Investment adviser representative at Brookstone Wealth Advisors, LLC
10 yearsExperience
4 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, LLCFeb 2026 to now
- Copperleaf Capital, LLCJan 2022 to now
- Fidelity InvestmentsJun 2021 to Dec 2021
- UnemployedApr 2020 to Jun 2021
- Stevens Food GroupSep 2018 to Apr 2020
- Panerabread LLCFeb 2016 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 4 states (NC, SC, TX, VA).
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
- 7401575
- Firm CRD
- 137658