Taylor Munoz
Investment adviser representative at Brookstone Capital Management LLC
12 yearsExperience
2 statesRegistered in
$12.8BFirm 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
12 years in the industry.
- Solid Ground Wealth AdvisorsApr 2026 to now
- Brookstone Capital Management LLCAug 2024 to now
- Abundant Streams Capital GroupApr 2024 to Apr 2026
- Pocono TownshipMar 2020 to Apr 2024
- Senate of PennsylvaniaDec 2014 to Mar 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
Brookstone Capital Management LLC
$12.8BAssets managed
54,845Clients
327Advisers
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
- 7972696
- Firm CRD
- 141413