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JM

John J. Mcnulty

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CRD#: 1162174
JM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John James Mcnulty III, who also goes by John James Mcnulty, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1983. John had worked at 14 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John James Mcnulty

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 27, 2015 - October 28, 2019

BROOKSTONE WEALTH ADVISORS, LLC

RIA
CRD#: 137658
MANUSQUAN, NJ
Past

October 26, 2012 - March 23, 2015

HORTER INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 119880
MANASQUAN, NJ
Past

June 2, 2008 - April 14, 2009

PRIME CAPITAL SERVICES, INC.

BD
CRD#: 18334
BAYONNE, NJ
Past

May 3, 2005 - April 28, 2008

OSAIC FS, INC.

RIA
CRD#: 3870
MANASQUAN, NJ
Past

May 3, 2005 - April 28, 2008

OSAIC FS, INC.

BD
CRD#: 3870
MANASQUAN, NJ
Past

February 10, 2005 - March 14, 2005

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

June 26, 2002 - February 11, 2005

OSAIC FS, INC.

RIA
CRD#: 3870
MANASQUAN, NJ
Past

November 11, 1999 - February 11, 2005

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN
Past

July 22, 1997 - November 15, 1999

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
CONSHOHOCKEN, PA
Past

May 3, 1994 - June 4, 1997

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

October 28, 1988 - February 15, 1994

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

October 28, 1988 - February 15, 1994

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

April 19, 1988 - October 17, 1988

MOORE & SCHLEY, CAMERON & CO.

BD
CRD#: 6917
Past

January 30, 1986 - November 17, 1987

RICKEL & ASSOCIATES, INC.

BD
CRD#: 7839
Past

June 17, 1985 - January 24, 1986

UNDERHILL ASSOCIATES, INCORPORATED

BD
CRD#: 6999
Past

October 9, 1984 - June 14, 1985

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
Past

July 21, 1983 - September 12, 1984

MID-STATE SECURITIES CORP.

BD
CRD#: 10266

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC | RWA, INC | RETIREMENT WEALTH ADVISORS, LLC | RETIREMENT WEALTH ADVISORS, INC. | RETIREMENT RESOURCES | FORMULAFOLIO INVESTMENT STRATEGIES

CRD#: 137658 / SEC#: 801-67628

RIA
Registered Investment Advisory firm - (3/16/2007 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/23/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/29/2000
General Securities Principal Examination

Current Firm


BW
BROOKSTONE WEALTH ADVISORS, LLC
BROOKSTONE WEALTH ADVISORS, LLC | RWA, INC | RETIREMENT WEALTH ADVISORS, LLC | RETIREMENT WEALTH ADVISORS, INC. | RETIREMENT RESOURCES | FORMULAFOLIO INVESTMENT STRATEGIES

CRD#: 137658 / SEC#: 801-67628

RIA
Registered Investment Advisory firm - (3/16/2007 Approved)
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Contact information


Main Address
1745 S Naperville Rd Suite 200, Wheaton, IL 60189
Mailing Address
Phone number
(630) 653-1400
Established
Firm type
Fiscal year end
# of Employees
244

SEC notice filing (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RWA ADV 2A (7/30/2025)
0

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BROOKSTONE WEALTH ADVISORS, LLC

CRD#: 137658

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