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Thomas Gerard Avellino

Brookstone Capital Management LLC

Toms River, NJ

Wheaton, IL

CRD 6611892

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Employer firm

Brookstone Capital Management LLC CRD 141413

$12.8B regulatory AUM 35 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Brookstone Capital Management Llc

1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2019-11-19
PA RA APPROVED 2019-11-13
  • NJ RA
    APPROVED
    Since 2019-11-19
  • PA RA
    APPROVED
    Since 2019-11-13

Branch Locations

Toms River, NJ • United States

1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Secure Investment Management Tucson AZ 02/2016 11/2017
Thomas Avellino Toms River NJ 08/2009 Present
Jd Mellberg Financial Tucson AZ 04/2015 Present
Horter Investment Management Cincinnati OH 02/2018 04/2018
Brookstone Capital Management Wheaton IL 11/2019 Present
  • 02/2016 → 11/2017
    Secure Investment Management
    Tucson, AZ
  • 08/2009 → Present
    Thomas Avellino
    Toms River, NJ
  • 04/2015 → Present
    Jd Mellberg Financial
    Tucson, AZ
  • 02/2018 → 04/2018
    Horter Investment Management
    Cincinnati, OH
  • 11/2019 → Present
    Brookstone Capital Management
    Wheaton, IL
Previous Registrations
Other Businesses

The Name of the other business: JD Mellberg Financial Investment Related?: Yes Address of other business: Tucson, AZ Nature of other business: Annuities, Insurance Sales Your position: Senior Direct Advisor Start Date: 04/2015 How many hours you devote to the other business per month: 220 How many hours you devote to the other business during securities trading hours: 130 Briefly describe your duties: Income planning and annuity sales

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-21
  • S65 Uniform Investment Adviser Law Examination
    2015-12-21
Other Names
  • Tom G Avellino

View on SEC IAPD

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