Charlotte, NC Rushmore Dr. Office

Team
Updated today

Client AUM

$12,662,629,748

Clients

54,810

Advisors

3

Of 330 advisors across 206 offices

Location

11016 Rushmore Dr. Ste. 175

Charlotte NC 28277

Advisors at this office

3

Advisors at this office

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Todd P

Series 65

Charlotte, NC

Brookstone Capital Management LLC

Todd Pierce is a financial advisor with Brookstone Capital Management LLC in Charlotte, NC. He holds a Series 65 designation and has six years of industry experience, having worked at Brookstone since 2020 and at AmeriLife since 2001. In addition to his advisory role, he is involved in insurance sales. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, offering investment management primarily on a discretionary basis via model portfolios and managed accounts.

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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Jordan H

Series 65

Charlotte, NC

Brookstone Capital Management LLC

Jordan Hamilton is a financial advisor with Brookstone Capital Management LLC in Charlotte, NC. He holds a Series 65 designation and has experience working at AmeriLife of North Carolina and FedEx Freight. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other business entities. The firm employs a range of investment strategies including strategic and dynamic asset allocation models, Unified Managed Accounts, and a mix of ETFs, mutual funds, individual securities, and options-enhanced strategies.

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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Louis S

Series 63, Series 65

Charlotte, NC

Brookstone Capital Management LLC

Louis Satryan is a financial advisor at Brookstone Capital Management LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ft. Washington Brokerage Services, Inc. since 2000. Outside of his advisory role, he serves as a college football on-field referee during the season and works as an insurance agent. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other advisers, sovereign wealth funds, and banking institutions, primarily delivering discretionary investment management via model portfolios and unified managed accounts.

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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