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Eric Christopher Landry

BROOKSTONE WEALTH ADVISORS
Melbourne, FL
·CRD# 6454471·9 years experience

Professional Summary

Eric Christopher Landry, who also goes by Eric Landry, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Melbourne, Florida. Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Eric has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Eric Landry

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

9 years in the financial services industry

Current & Past Employments

BROOKSTONE WEALTH ADVISORS, LLC·CRD# 137658
RIA
1300 Bedford Drive Suite 101, Melbourne, FL 32940
March 16, 2026 - Present
EQUITABLE ADVISORS, LLC·CRD# 6627
RIA
Orlando, FL
February 6, 2018 - March 20, 2026
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
Orlando, FL
June 14, 2017 - March 20, 2026

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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 - SEC (3/16/2007 Approved)

Contact Information

Main Address

1745 S Naperville Rd Suite 200, Wheaton, IL 60189

Phone Number

(630) 653-1400

# of Employees

247

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BWA ADV 2A (3/2/2026)
0

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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.

New West insurance (BGA), general agency for sale of outside insurance LTC, term, UL, Group UL, WL V2- Insurance/ Annuity sales through V2 as an IMO - 160 ours per month ; commission from insurance companies

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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 - SEC (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.
IAR
Arkansas
(3/16/2026)
IAR
California
(3/16/2026)
IAR
Florida
(4/7/2026)
IAR
Maine
(3/16/2026)
IAR
Texas
(3/16/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2018About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2017About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Eric Christopher Landry's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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