AF
AF

Alan Stuart Fried

10 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
230 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$25K
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Location

Staten Island, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Alan is the owner of Baskin-Fried Inc., offering annuity products, and an advisor at Professional Planning Services, offering insurance and investment advisory services. He is also an insurance agent at The Eagle Team and a member of Legacy Lock, providing trust and legal related services.

Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
July 2019 - Present · 6 yrs 7 mos
Previous Registrations
Regal Investment Advisors LLC
April 2017 - July 2019 · 2 yrs 3 mos
Wealth Watch Advisors, LLC
October 2016 - May 2017 · 7 mos
Horter Investment Management, LLC
December 2014 - October 2016 · 1 yr 10 mos
State Registrations2 states
NJNY
Advisor
Exams
No exam information available for this advisor.