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Current Employers
Brookstone Wealth Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2021-10-20
TX RA APPROVED 2021-10-20
NY RA APPROVED 2021-04-06
NJ RA APPROVED 2014-06-13
  • LA RA
    APPROVED
    Since 2021-10-20
  • TX RA
    APPROVED
    Since 2021-10-20
  • NY RA
    APPROVED
    Since 2021-04-06
  • NJ RA
    APPROVED
    Since 2014-06-13

Branch Locations

145 Merritts Road, Farmingdale, NY 11735 • United States

410 Motor Parkway, Suite 200, Hauppauge, NY 11788 • United States

1745 S Naperville Rd 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
Brookstone Wealth Advisors, Llc Wheaton IL 06/2014 Present
Richard Milella Hauppage NY 01/1986 Present
Long Island Funding For Education Hauppage NY 12/2012 Present
R.F. Milella Advisory Associates, Ltd. Hauppage NY 12/2007 Present
Patriot Tax Services Hauppage NY 01/2013 Present
  • 06/2014 → Present
    Wheaton, IL
  • 01/1986 → Present
    Richard Milella
    Hauppage, NY
  • 12/2012 → Present
    Long Island Funding For Education
    Hauppage, NY
  • 12/2007 → Present
    R.F. Milella Advisory Associates, Ltd.
    Hauppage, NY
  • 01/2013 → Present
    Patriot Tax Services
    Hauppage, NY
Previous Registrations
Other Businesses

01/1986 - PRESENT, Richard Milella, 1393 VETERANS MEMORIAL HIGHWAY #314N - HAUPPAUGE, NY 11788 - INDEPENDENT INSURANCE SALES, PRODUCTS INCLUDE FIXED, DISABILITY, HEALTH, LIFE, EMPLOYEE BENEFITS AND LONG TERM CARE, HOURS DEDICATED: 20/WEEK (20/WEEK DURING TRADING HOURS) 12/2012 - PRESENT, LONG ISLAND FUNDING FOR EDUCATION, 1393 VETERANS MEMORIAL HWY SUITE 314N, HAUPPAUGE, NY 11788, OFFICER/ FINANCIAL COUNSELING SERVICE FOR FAMILIES WITH COLLEGE-BOUND CHILDREN, HOURS DEDICATED: 4/WEEK (0/WEEK DURING TRADING HOURS) 12/2007 - PRESENT, R.F. MILELLA ADVISORY ASSOCIATES, LTD, 1393 VETERANS MEMORIAL HWY SUITE 314N, HAUPPAUGE, NEW YORK 11788, IAR DBA/FEE BASED FINANCIAL AND TAX PLANNING, HOURS DEDICATED: 160/MONTH (100/MONTH DURING TRADING HOURS) USA COLLEGE FINANCIAL PLANNING; NON INVESTMENT RELATED; COLLEGE FINANCIAL PLANNING; OWNER; STARTED 04/2020; 10 HOURS/MONTH DEVOTED; 0 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS; OFFER COLLEGE FINANCIAL AID COUNSELING.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-08-09
  • S63 Uniform Securities Agent State Law Examination
    1988-08-09
Designations

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