Stephen Agrista
Stephen Agrista is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in Wanamassa, NJ, with 49 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
BWA provides investment management services through the BCM Platform or BCM wrap-fee program. Fees for these programs are disclosed in BCM's brochure and offering materials. BWA can negotiate its portion of the total fee, but the total advisory fee will not exceed 2.5% annually. The fees are based on a percentage of the value of your portfolio. The fees are negotiable depending on the amount you invest and the complexity of your financial situation.
Location
3201 Sunset Ave., Wanamassa, NJ, 07712
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2008Customer Dispute
February 2001Other Business ActivitiesSells Insurance
Stephen is involved in several outside business activities. He owns SJA Horse Exhibitors, is an insurance agent with Comprehensive Financial Consultants since 1973, and is also a licensed agent advising on life, health, and disability insurance, as well as fixed and equity-indexed annuities. Stephen is also the president of Eagle MGMT Co LLC, managing personal holdings.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Vanderbilt Advisory Services
Vanderbilt Securities, LLCBroker
Onpointe Advisory and Financial Services, LLC
The O.N. Equity Sales CompanyBroker
On Investment Management CO
Npa Asset Management, LLC
Nationwide Planning Associates INC.Broker
Comprehensive Financial Consultants, INC.
Sunamerica Securities, INC.Broker
Southmark Financial Services, INC.Broker
Anchor National Financial Services, INC.Broker
New York Life Variable Contracts CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.