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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Stuart Fried is an investment advisor representative for Brookstone Wealth Advisors, LLC, based in Staten Island, NY. Alan holds a Series 1 license and has been in the industry since 1973. He has also earned a Series 65 license and is registered in New Jersey and New York. Alan has experience with Baskin-Fried, Inc., Horter Investment Management, Wealth Watch Advisors, LLC, Regal Investment Advisors, LLC, Professional Planning Services, The Eagle Team, Retirement Wealth Advisors and Legacy Lock. Alan specializes in retirement planning, estate planning, insurance, and investment management. He is also a member of Legacy Lock. Alan is dedicated to providing personalized financial advice to individuals, families, and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
04/06/2021 - Present
Brookstone Wealth Advisors, LLC (STATEN ISLAND NY)
MA
01/01/1987 - 09/27/1989
BERKSHIRE EQUITY SALES, INC. (PITTSFIELD MA)
NA
07/19/1983 - 03/27/1986
INTEGRATED RESOURCES EQUITY CORPORATION
NA
10/26/1973 - 02/07/1984
TRAVELERS EQUITIES SALES, INC.
IA
Issued 08/30/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/1973
Series 1 - Registered Representative Examination
Active
Inactive
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