Stephen Joseph Agrista

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

• 09/2012 → 12/2017
  Ohio National Financial Services
  Cincinnati, OH
• 10/2012 → 12/2016
  The O. N. Equity Sales Company
  Cincinnati, OH
• 01/2017 → 12/2017
  Onpointe Advisory And Financial Services, Llc
  Petaluma, CA
• 12/2018 → 03/2020
  Vanderbilt Securities, Llc
  Woodbury, NY
• 01/2018 → Present
  Comprehensive Financial Consultants, Inc.
  Ocean, NJ
• 12/2018 → 03/2020
  Vanderbilt Advisory Services
  Woodbury, NY
• 01/2022 → Present
  Brookstone Wealth Advisors
  Grand Rapids, MI

Previous Registrations

• 2018-12-21 → 2020-03-31
  Vanderbilt Advisory Services
  Doylestown, PA
  Woodbury, NY
  Wanamassa, NJ
• 2017-01-27 → 2017-11-10
  Onpointe Advisory And Financial Services, Llc
  Doylestown, PA
  Ocean Township, NJ
  Petaluma, CA
• 2012-10-22 → 2016-12-31
  On Investment Management Co
  Cincinnati, OH
• 2004-07-20 → 2012-10-24
  Npa Asset Management, Llc
  Wanamaaz, NJ
• 2002-06-19 → 2012-10-22
  Comprehensive Financial Consultants, Inc.
  Ocean, NJ

Other Businesses

1) SJA HORSE EXHIBITORS, NON INVESTMENT RELATED, 122 EAST STATE STREET, DOYLESTOWN, PA 18901, OWNER, 06/1995, 2 HOURS/MONTH, 0 HOURS DURING TRADING HOURS, OVERALL MANAGEMENT DUTIES. 2)COMPREHENSIVE FINANCIAL CONSULTANTS; 3201 SUNSET AVE WANAMASSA NJ 07712; INSURANCE; AGENT; START DATE: 1973, 100% OWNERSHIP, TIME SPENT DURING NORMAL BUSINESS HOURS - 75%; SELLS TRADITIONAL LIFE INSURANCE, FIXED AND EQUITY INDEXED ANNUITIES.. 3) STEPHEN AGRISTA , RFC - LICENSED AGENT - ADVISE AND SALE OF LIFE, HEALTH, AND DISABILITY INSURANCE, FIXED AND EQUITY INDEXED ANNUITIES; TIME SPENT DURING NORMAL BUSINESS HOURS - 75%. 4) EAGLE MGMT CO LLC - 3201 SUNSET AVE WANANASSA NJ, PRESIDENT, MANAGEMENT OF PERSONAL HOLDINGS AND ACTIVITIES UNRELATED TO COMPREHENSIVE FINANCIAL CONSULTANTS OR ANY OTHER LISTED OBA. ITS A PROPERTY MANAGEMENT/PERSONAL MANAGEMENT ACTIVITY.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-30
• S63 Uniform Securities Agent State Law Examination
  1988-07-07