Curtis G. Macomber

BROOKSTONE WEALTH ADVISORS

BERLIN, MD 21811

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CRD#: 1304269

Professional summary

Curtis Gordon Macomber is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Berlin, Maryland.

Curtis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Curtis has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Curtis Gordon Macomber's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

August 28, 2018 - Present

BROOKSTONE WEALTH ADVISORS, LLC

Office #1: 9928 Old Ocean City Blvd. Suite 2, Berlin, MD 21811

RIA

CRD#: 137658

BERLIN, MD

Past

January 1, 2001 - August 16, 2018

EQUITY SERVICES, INC.

RIA

CRD#: 265

BERLIN, MD

Past

May 12, 1999 - August 16, 2018

EQUITY SERVICES, INC.

CRD#: 265

BERLIN, MD

Past

January 8, 1985 - April 13, 1999

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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".

BROOKSTONE WEALTH ADVISORS, LLC

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(8/28/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/13/2000

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/4/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/16/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/13/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 1/7/1985

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/14/2005

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 11/14/1996

Investment Company Products/Variable Contracts Principal Examination

Current Firm

BROOKSTONE WEALTH ADVISORS, LLC

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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RWA ADV 2A (7/30/2025)

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.

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Curtis G. Macomber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Curtis Gordon Macomber's CRS (Customer Relationship Summary).

Certified licenses

Experience

EQUITY SERVICES, INC.

EQUITY SERVICES, INC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

BROOKSTONE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/13/2000

Series 63

Date: 8/4/1988

SIE

Date: 8/16/2018

Series 7

Date: 11/13/2000

Series 6

Date: 1/7/1985

Series 24

Date: 12/14/2005

Series 26

Date: 11/14/1996

Current Firm

BROOKSTONE WEALTH ADVISORS, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

BROOKSTONE WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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