Steven E. Boyer

BROOKSTONE WEALTH ADVISORS

Lewistown, PA 17044

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CRD#: 2176313

Professional summary

Steven Eugene Boyer is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Lewistown, Pennsylvania.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Steven has worked at 5 firms and has passed the Series 65 and Series 6 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.

FISCAL FIT FINANCIAL SERVICES, INVESTMENT RELATED, PA 17044 - STARTED JUNE 1994; SOLE PROPRIETORSHIP; INSURANCE SALES (ANNUITIES AND LIFE); 60 HOURS A WEEK (40 HOURS A WEEK DURING TRADING HOURS). INSURANCE, ANNUITY SALES, AND SECURITIES. Tax preparation for individuals, Non investment related. Stated Nov 2001. Approximately 10 hours a month but up to 25 hours during tax season.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Eugene Boyer'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

June 28, 2016 - Present

BROOKSTONE WEALTH ADVISORS, LLC

Office #1: 407 Electric Avenue, Lewistown, PA 17044

RIA

CRD#: 137658

Lewistown, PA

Past

September 17, 2015 - June 28, 2016

WEALTH WATCH ADVISORS, INC

RIA

CRD#: 172002

Reedsville, PA

Past

July 9, 2014 - October 12, 2015

SOLOMON API LLC

RIA

CRD#: 159471

REEDSVILLE, PA

Past

October 21, 1991 - September 3, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

Past

October 21, 1991 - September 3, 1993

PRUCO SECURITIES, LLC.

CRD#: 5685

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

Pennsylvania
(6/28/2016)

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 65

Date: 5/5/2014

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 10/18/1991

Investment Company Products/Variable Contracts Representative 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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Steven E. Boyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Eugene Boyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROOKSTONE WEALTH ADVISORS, LLC

WEALTH WATCH ADVISORS, INC

SOLOMON API LLC

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

BROOKSTONE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/5/2014

Series 6

Date: 10/18/1991

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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