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Miles F Smith

Brookstone Wealth Advisors, LLC

Wheaton, IL

Alpharetta, GA

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Current Employers
Brookstone Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-08-19
AL RA APPROVED 2026-08-13
GA RA APPROVED 2023-07-10
  • SC RA
    APPROVED
    Since 2026-08-19
  • AL RA
    APPROVED
    Since 2026-08-13
  • GA RA
    APPROVED
    Since 2023-07-10

Branch Locations

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

10000 Avalon Blvd Suite 760, Alpharetta, GA 30009 • 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
Citigroup New York NY 06/2022 04/2023
Morgan Stanley New York NY 05/2021 06/2022
Trimont Real Estate Adivsors Dallas TX 02/2020 05/2021
Pure Insurance Alpharetta GA 06/2019 02/2020
Dartmouth College Hanover NH 06/2015 06/2019
Brookstone Wealth Advisors Wheaton IL 06/2023 Present
Hoffman Financial Group Alpharetta GA 06/2023 Present
  • 06/2022 → 04/2023
    Citigroup
    New York, NY
  • 05/2021 → 06/2022
    Morgan Stanley
    New York, NY
  • 02/2020 → 05/2021
    Trimont Real Estate Adivsors
    Dallas, TX
  • 06/2019 → 02/2020
    Pure Insurance
    Alpharetta, GA
  • 06/2015 → 06/2019
    Dartmouth College
    Hanover, NH
  • 06/2023 → Present
    Brookstone Wealth Advisors
    Wheaton, IL
  • 06/2023 → Present
    Hoffman Financial Group
    Alpharetta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-01
S63 Uniform Securities Agent State Law Examination 2022-11-14
  • S65 Uniform Investment Adviser Law Examination
    2023-04-01
  • S63 Uniform Securities Agent State Law Examination
    2022-11-14

View on SEC IAPD

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NORMAN CHARLES GARNER
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Julie Marie Cunningham
Nicole Lea Ayers

Other Offices

BOOSTER ASSET MANAGEMENT, LLC · WHEATON, IL
BROOKSTONE ASSET MANAGEMENT, LLC · WHEATON, IL
BROOKSTONE CAPITAL MANAGEMENT LLC · WHEATON, IL
BROOKSTONE CAPITAL MANAGEMENT LLC · WHEATON, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WHEATON, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · WHEATON, IL
BROOKSTONE CAPITAL MANAGEMENT LLC · Wheaton, IL
EDWARD JONES · WHEATON, IL

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