CM
Curtis G. Macomber
BROOKSTONE WEALTH ADVISORS
BERLIN, MD 21811
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CRD#: 1304269
CM
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.
(1) BEAVER RUN RENTALS, LLC; NON INVESTMENT RELATED; 253 POWELL CIRCLE; BERLIN, MD 21811; REAL ESTATE RENTALS; PARTNER; STARTED 09/2015; 0 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; CO OWNER OF RENTAL PROPERTIES.
(2) BIG POPPY PROPERTIES, LLC; NON INVESTMENT RELATED; 9928 OLD OCEAN CITY BLVD., SUITE 2, BERLIN, MD 21811; REAL ESTATE RENTALS; STARTED 10/2013; 4 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OWNER OF RENTAL PROPERTIES.
(3) C.J.'S BRIDGE HOUSE, LLC; NON INVESTMENT RELATED; 9928 OLD OCEAN CITY BLVD., SUITE 2, BERLIN, MD 21811; REAL ESTATE RENTALS; PARTNER; STARTED 05/2015; 0 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; CO OWNER OF RENTAL PROPERTIES.
(4) C&K PROPERTIES, LLC; NON INVESTMENT RELATED; 12529 DAYE GIRLS ROAD, BISHOPVILLE, MD 21813; REAL ESTATE RENTALS; CO OWNER; STARTED 12/2003; 5 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; CO OWNER OF RENTAL PROPERTIES.
(5) CENTRAL PA PROPERTIES. LLC; NON INVESTMENT RELATED; 9928 OLD OCEAN CITY BLVD. SUITE 2, BERLIN, MD 21811; REAL ESTATE RENTALS; OWNER; STARTED 03/2015; 2 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OWNER OF RENTAL PROPERTIES.
(6) ISLAND RENTALS, LLC; NON INVESTMENT RELATED; 253 POWELL CIRCLE, BERLIN, MD 21811; REAL ESTATE RENTALS; PARTNER; STARTED 06/2016; 0 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; CO OWNER OF RENTAL PROPERTIES.
(7) KEY ADVISORS GROUP OF MARYLAND, LLC; NON INVESTMENT RELATED; 9928 OLD OCEAN CITY BLVD. SUITE 2, BERLIN, MD 21811; INSURANCE SALES; PRESIDENT; STARTED 01/2006; 160 HOURS/MONTH DEVOTED; 160 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; INSURANCE SALES.
(8) KEY FINANCIAL SERVICES; NON INVESTMENT RELATED; 9928 OLD OCEAN CITY BLVD. SUITE 2, BERLIN, MD 21811; DBA NAME FOR KEY ADVISORS GROUP OF MARYLAND; OWNER; STARTED 04/2018; 0 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; DBA NAME FOR KEY ADVISORS GROUP OF MARYLAND, LLC.
(9) MACBAR, LLC; NON INVESTMENT RELATED; 9928 OLD OCEAN CITY BLVD. SUITE 2, BERLIN, MD 21811; REAL ESTATE RENTALS; PARTNER; STARTED 05/2010; 2 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; PARTNER IN RENTAL PROPERTIES.
(10) NATIONAL LIFE GROUP; NON INVESTMENT RELATED; ONE NATIONAL LIFE DRIVE, MONTPELIER, VT 05604; FIXED INSURANCE SALES; AGENT; STARTED 05/1999; 5 HOURS/MONTH DEVOTED; 5 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; AGENT FOR NATIONAL LIFE INSURANCE COMPANY TO SELL FIXED LIFE INSURANCE AND ANNUITIES.
(11) OCEAN CITY LIMOS, LLC; NON INVESTMENT RELATED; 253 POWELL CIRCLE; CAR RENTAL; PARTNER; STARTED 02/2015; 0 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; MEMBER OF LLC WHICH RENTS LIMOS.
(12) OCEAN WAVE 7, LLC; NON INVESTMENT RELATED; 9928 OLD OCEAN CITY BLVD. SUITE 2, BERLIN, MD 21811; REAL ESTATE RENTALS; OWNER; STARTED 04/2016; 3 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OWNER OF RENTAL PROPERTIES.
(13) STALKER OFFSHORE CHARTERS, LLC; NON INVESTMENT RELATED; 9928 OLD OCEAN CITY BLVD. SUITE 2, BERLIN, MD 21811; FISHING CHARTER BOAT; OWNER; STARTED 09/2016; 1 HOUR/MONTH DEVOTED/ 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OWNER OF VESSEL THAT CONDUCTS FISHING BOAT CHARTERS.
(14) TRIPLE PLAY MIDATLANTIC, LLC; NON INVESTMENT RELATED; 624 HEBRON AVENUE, BUILDING 3, GLASTONBURY, CT 06033; FIXED INSURANCE SALES; PARTNER; 07/2014; 8 HOURS/MONTH DEVOTED; 8 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; AGENT FOR FIXED LIFE, ANNUITY AND LTC THROUGH MULTIPLE CARRIERS.
(15) MBM Homes, LLC, non investment related. 9928 OLD OCEAN CITY BLVD. SUITE 2, BERLIN, MD 21811; REAL ESTATE RENTALS; PARTNER; STARTED 08/2018; 2 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; PARTNER IN RENTAL PROPERTIES.
CRS (Client Relationship Summary) - RIA
Click below to view Curtis Gordon Macomber's 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®
NoneExperience
Current
August 28, 2018 - Present
BROOKSTONE WEALTH ADVISORS, LLC
Office #1: 9928 Old Ocean City Blvd. Suite 2, Berlin, MD 21811RIA
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.
BD
CRD#: 265
BERLIN, MD
Past
January 8, 1985 - April 13, 1999
PRUCO SECURITIES, LLC.
BD
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".
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.
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)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
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)Upgrade to AdvisorCheck Premium
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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
Red Flags
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