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FIRM PROFILE
Overview
BROWNSTONE INVESTMENT GROUP, LLC is located at 505 Fifth Avenue 10th Floor, New York, NY 10017 and was first established at New York, New York in 01/03/1997. After operating for 29 years, BROWNSTONE INVESTMENT GROUP, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of BROWNSTONE INVESTMENT GROUP, LLC’s clients are individuals and 0% of their clients are high net worth individuals. BROWNSTONE INVESTMENT GROUP, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at BROWNSTONE INVESTMENT GROUP, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access BROWNSTONE INVESTMENT GROUP, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at BROWNSTONE INVESTMENT GROUP, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for BROWNSTONE INVESTMENT GROUP, LLC Comes From
Understanding the Statistics for BROWNSTONE INVESTMENT GROUP, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
505 Fifth Avenue 10th Floor, New York, NY 10017
505 Fifth Avenue 10th Floor, New York, NY 10017
Small
(212) 905-0550
New York since 01/03/1997
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| BROWNSTONE INVESTMENT OPPORTUNITIES, LLC | SOLE MEMBER | ||
| BARTMESS, JOANNE CHRISTINE | FINANCIAL AND OPERATIONS PRINCIPAL (01/1998), CHIEF FINANCIAL OFFICER (10/2009), PFO & POO (10/18) | 2922047 | |
| HUNTER, MICHELLE HALLA | CHIEF COMPLIANCE OFFICER | 2689083 | |
| LOWEY, DOUGLAS BENNETT | MANAGER, PRESIDENT, CHIEF EXECUTIVE OFFICER | 1932929 | |
| SABLOWSKY, JON SCOTT | CHIEF OPERATING OFFICER | 1515334 |
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Advisor's working at BROWNSTONE INVESTMENT GROUP, LLC
Jon Scott Sablowsky
Ricardo Antonio Elvir
Francis T Lancia
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