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Brian David Carenza

Brookstone Capital Management LLC

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About Brian David Carenza

Brian Carenza is an investment advisor representative with Brookstone Capital Management LLC. Brian has been in the industry since 1993 and has experience in various aspects of financial advising. Brian is registered with the state of New Jersey. Brian has a Series 6, 26, and 63 license. Brian is also a Chartered Financial Consultant. In addition to working with Brookstone Capital Management LLC, Brian also provides services through DiPaola Financial Group and First Ameritas Life Insurance Corp. of New York.

Firm Information

Brian Carenza is currently registered with Brookstone Capital Management LLC. Brookstone Capital Management LLC is a registered investment advisor headquartered in Wheaton, Illinois. The firm has 319 investment adviser representatives and manages approximately $1 billion to $10 billion in assets. They specialize in financial planning, portfolio management for individuals, and portfolio management for businesses. They also offer educational seminars and select other advisors for clients.
Brookstone Capital Management LLC

1745 S. NAPERVILLE ROAD

WHEATON, IL 60189

$10.41B

Assets Under Management

20

Total Clients

295

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brian Carenza’s Registration & Firm History

IL

05/02/2022 - Present

Brookstone Capital Management LLC (WHEATON IL)

NJ

10/07/2008 - 12/06/2012

AMERITAS INVESTMENT CORP. (SADDLE BROOK NJ)

NJ

03/11/2002 - 06/05/2008

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (MONROE TOWNSHIP NJ)

NY

05/03/1999 - 02/20/2002

PARK AVENUE SECURITIES LLC (NEW YORK NY)

NY

03/10/1999 - 05/03/1999

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

NE

04/05/1993 - 04/01/1999

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

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Licenses & Designations

BC

Issued 03/13/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/09/2002

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 04/02/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian David Carenza.
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