← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（03/07/2024）
BROOKSTONE WEALTH ADVISORS, LLC · 所有者与执行高管（CRD 137658）
机构事实页：BROOKSTONE WEALTH ADVISORS, LLC 事实页 → | 官方原文：IAPD firm-summary/137658
Schedule A · 直接所有者（7 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| CRUMP, JASON, MICHAEL | 个人 | VP, RELATIONSHIP MANAGER | — | NA |
| VANWOERKOM, JOEL, GERALD | 个人 | VP OF OPERATIONS | — | NA |
| BROOKSTONE CAPITAL MANAGEMENT LLC | 境内实体 | MEMBER | 是 | E |
| ZAYED, NADIM, "DEAN" | 个人 | CHIEF EXECUTIVE OFFICER | 是 | NA |
| RONCONI, DARRYL, DESMOND | 个人 | PRESIDENT AND CHIEF OPERATING OFFICER | 是 | NA |
| LOVETT, MATTHEW, LEE | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| DIORIO, MARK, WILLIAM | 个人 | CHIEF INVESTMENT OFFICER | 是 | NA |
Schedule B · 执行高管（6 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| AL BCM, LLC | MEMBER | 是 |
| ZAYED RIA, LLC | MEMBER | 是 |
| AL MARKETING, LLC | MEMBER | — |
| AMERILIFE GROUP, LLC | MEMBER | — |
| AMERILIFE MIDCO, LLC | MEMBER | — |
| AMERILIFE HOLDINGS, LLC | MEMBER | — |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
