Andrew Napoli

Employer firm

Goldstone Financial Group, LLC CRD 222520

$1.05B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 07/2018 → 04/2026
  Fidelity Brokerage Services Llc
  Chicago, IL
• 02/2017 → 07/2018
  Northern Trust Company
  Chicago, IL
• 01/2008 → 12/2016
  Full- Time High School And College Education
  Frankfort, IL
• 03/2025 → 04/2026
  Fidelity Investments
  Boston, MA
• 05/2026 → Present
  Goldstone Financial Group
  Oak Brook Terrace, IL

Previous Registrations

• 2025-03-31 → 2026-02-19
  Strategic Advisers Llc
  Lisle, IL
  Lisle, IL
  Naperville, IL
  Naperville, IL
  Naperville, IL
  Lisle, IL
  Lisle, IL
  Lisle, IL
  Lisle, IL
  Lisle, IL
  Lisle, IL
  Lisle, IL
  Lisle, IL
  Naperville, IL
  Lisle, IL
  Lisle, IL
  Boston, MA
• 2019-07-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Chicago, IL
  Naperville, IL

Exams

• S66 Uniform Combined State Law Examination
  2019-03-21

Other Names

• Andrew James Napoli