Gary Loduca
Gary Loduca is a CFP, ChFC-designated registered investment advisor at Brookstone Wealth Advisors, LLC, based in Melbourne Beach, FL, with 15 years of industry experience. Gary 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
504 Ocean Ave, Unit 510417, Melbourne Beach, FL, 32951
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gary is a 1099 contractor providing ID protection services, owner of Patriot Taxes, and owner of Thoughtful Wealth Management, where he provides life, LTC, fixed & indexed annuities and investment advisory services. He also works as a contractor for KBKG providing tax/accounting services and EP Navigator providing outsourced estate planning.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Horter Investment Management, LLC
USAA Financial Planning Services
H.D. Vest Advisory Services, INC
H.D. Vest Advisory Services, INC
1st Global Advisors INC
State Registrations1 state
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.