David D. Mehler

BROOKSTONE WEALTH ADVISORS

Greensboro, NC

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CRD#: 6227827

Professional summary

David Doron Mehler, who also goes by David D Mehler, David Doron Mehler, David Mehler, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Greensboro, North Carolina.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. David has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

David D Mehler | David Doron Mehler | David Mehler

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) David Mehler Insurance Services, Inc. DBA Mehler & Associates, investment related, 1714 willow wick dr, Greensboro, Nc 27408, insurance and investment advisory dba, owner, May 2010, 40-50 hrs/month, 4-5 hrs/ month during trading, sales of insurance products and IA (2) Knight Mehler Properties LLC, not investment related, 1714 willow wick dr, Greensboro, Nc 27408, property management,

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Doron Mehler's CRS (Customer Relationship Summary).

CRD#: 5685

Greensboro, NC

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

North Carolina
(6/23/2023)

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: 9/16/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/17/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/29/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/10/2015

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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Advisor Monitoring

Firm Stability Insights

David D. Mehler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Doron Mehler's CRS (Customer Relationship Summary).

Certified licenses

Experience

BROOKSTONE CAPITAL MANAGEMENT LLC

ADVISORY SERVICES NETWORK

ALPHASTAR CAPITAL MANAGEMENT

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

BROOKSTONE WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/16/2022

Series 63

Date: 7/17/2015

SIE

Date: 6/29/2018

Series 6

Date: 7/10/2015

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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