Robert Cruces
Robert Cruces is a registered investment advisor at Brookstone Wealth Advisors, LLC, based in New York, NY, with 13 years of industry experience. Robert 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
New York, NY
Get directionsHistory
Regulatory History (2)
Financial
June 2020Regulatory
August 2010Other Business ActivitiesSells Insurance
Robert is an agent at Standard Capital Financial since 2014, selling life and health insurance. This takes about a quarter of his time, with about 20 hours per month during trading hours.
Employment History
Current Registrations
Brookstone Wealth Advisors, LLC
Previous Registrations
Gradient Advisors, LLC
Simplicity Wealth
Royal Fund Management, LLC
Wealth Financial Advisory Services, LLC
Aura Financial Services, INC.Broker
Nylife Securities INC.Broker
Dean Witter Reynolds INC.Broker
Chatfield Dean & CO., INC.Broker
Pacific Continental Securities CorporationBroker
On-Site Trading, INC.Broker
Duke & CO., INC.Broker
Duke & CO., INC.Broker
Royce Investment Group, INC.Broker
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.