William Rhett Roberson

Employer firm

Brookstone Wealth Advisors, LLC CRD 137658

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 12/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
• 02/2016 → 12/2017
  Bank Of America, N.A.
  Houston, TX
• 12/2017 → 10/2018
  Wealth Covenant Group Llc
  Houston, TX
• 10/2018 → 04/2019
  Umemployed
  Houston, TX
• 04/2019 → 11/2019
  Stryde Solutions, Llc
  Fenton, MI
• 04/2019 → 01/2020
  The Quantum Group, Llc
  Scottsdale, AZ
• 04/2019 → Present
  Synergy Annuity Marketing Lp
  Houston, TX
• 04/2019 → Present
  Mantel Wealth Management Llc
  Houston, TX
• 05/2019 → Present
  Retirement Wealth Advisors
  Houston, TX
• 12/2019 → 09/2022
  United States Army Reserve
  Austin, TX

Previous Registrations

• 2018-01-09 → 2018-10-31
  Wealth Covenant Group Llc
  Houston, TX
• 2016-03-21 → 2017-12-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Houston, TX
  Spring, TX

Other Businesses

MANTEL WEALTH MANAGEMENT; INVESTMENT RELATED; 2500 WILCREST DRIVE, SUITE 300, HOUSTON, TX 77042; OWNER; STARTED 04/2019; 160 HOURS/MONTH DEVOTED; ALL HOURS DURING SECURITIES TRADING HOURS; INVESTMENT ADVISORY SERVICES OFFERED. SYNERGY ANNUITY MARKETING LP; INVESTMENT RELATED; 712 PARKER STREET, HOUSTON, TX 77007; INSURANCE SALES; INSURANCE AGENT; STARTED 04/2019; 40 HOURS/MONTH DEVOTED; 40 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER SALE OF LIFE INSURANCE AND ANNUITY PRODUCTS. Marrs Ellis & Hodge LLP; law clerk; document review & legal research; start date 7/31/23; compensated via 1099; not investment related; 60 hrs per month

Exams

• S66 Uniform Combined State Law Examination
  2016-03-18
• S63 Uniform Securities Agent State Law Examination
  2015-11-09

Other Names

• Rhett Roberson