Nicholas M. Bunio
BROOKSTONE WEALTH ADVISORS
BERWYN, PA 19312
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CRD#: 6787283
Professional summary
Nicholas Mark Bunio, CFP®, who also goes by Nick Bunio, is a registered financial advisor currently at BROOKSTONE WEALTH ADVISORS, LLC located in Berwyn, Pennsylvania.
Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Nicholas has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Nick Bunio
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.
BUNIO CONSULTING; NON INVESTMENT RELATED; 1055 WESTLAKES DRIVE, #300, BERWYN, PA 19312; TRUST AND ESTATE PLANNING; OWNER; STARTED 06/2019; 4 HOURS/MONTH DEVOTED; 4 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER TRUST AND ESTATE PLANNING SERVICES.
ADULT FINANCIAL EDUCATION SERVICES; INVESTMENT RELATED; 8700 E VISTA BONITA DRIVE, #160, SCOTTSDALE AZ 85255; EDUCATIONAL COURSES; EMPLOYEE; STARTED 07/2019; 20 HOURS/MONTH DEVOTED; 10 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; TEACHING FINANCIAL EDUCATION CLASSES.
AMERICAN RETIREMENT INSTITUTE; INVESTMENT RELATED; 2615 GEORGE BUSBEE PARKWAY, #11, KENNESAW GA 30144; EDUCATIONAL COURSES; EMPLOYEE; STARTED 07/2019; 20 HOURS/MONTH DEVOTED; 10 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; TEACHING FINANCIAL EDUCATION CLASSES.
CRS (Client Relationship Summary) - RIA
Click below to view Nicholas Mark Bunio'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®
CFP®
Start date: 2021
Experience
Current
June 17, 2019 - Present
BROOKSTONE WEALTH ADVISORS, LLC
Office #1: 1055 Westlakes Drive Suite 150, Berwyn, PA 19312RIA
CRD#: 137658
BERWYN, PA
Past
May 16, 2017 - February 23, 2018
ELLIS INVESTMENT PARTNERS, LLC
RIA
CRD#: 157669
BERWYN, PA
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
Pennsylvania(6/17/2019)
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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