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Charles G

Series 63, Series 66

Bartonsville, PA

Brookstone Capital Management LLC

Charles Garofalo is a financial advisor at Brookstone Capital Management LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Fidelity Investments, Edward Jones, and Santander Bank. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models, a range of investment vehicles, and both internal and external sub-advisors to implement client portfolios.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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Josiah G

Series 65

Bartonsville, PA

Brookstone Capital Management LLC

Josiah Grauso is a financial advisor at Brookstone Capital Management LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2013. In addition, he has been involved with American Senior Coordinators since 2007, where he meets with clients to discuss their financial situations. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm offers strategic and dynamic asset-allocation models and employs a range of investment strategies through its turnkey asset management platform.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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Joseph H

Series 66

Bartonsville, PA

Brookstone Capital Management LLC

Joseph Hamoui is a financial advisor with Brookstone Capital Management LLC in Bartonsville, PA. He holds the Series 66 designation and has two years of industry experience. Prior to joining Brookstone, he worked at Ameriprise and SEI Investments and has experience in education at Kutztown University and Louis E. Dieruff High School. Outside of his advisory role, he is involved as a financial professional in non-variable insurance activities. Brookstone Capital Management provides fee-based asset management and financial planning services to a diverse client base including individuals, retirement plans, corporations, and trusts. The firm offers discretionary portfolio management through a turnkey asset management platform and employs a variety of strategic asset-allocation models and investment strategies using ETFs, mutual funds, individual securities, and options-enhanced techniques.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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Ralph G

Series 65

Bartonsville, PA

Brookstone Capital Management LLC

Ralph Grauso is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 16 years of industry experience. He has worked at Brookstone since 2014 and previously spent 11 years with Abundant Streams Capital Group. Outside of his advisory work, he oversees American Senior Coordinators, a business providing estate planning document services in collaboration with an attorney. Brookstone Capital Management offers fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm employs a variety of strategic asset-allocation models and investment vehicles, including proprietary funds and external sub-advisors, and serves both direct clients and other registered investment advisers through sub-advisory arrangements.

ESG / Sustainable investing Active portfolio management Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner Retired
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