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David Mcdowell Bryant

Brookstone Capital Management LLC

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About David Mcdowell Bryant

David Mcdowell Bryant is an investment advisor representative at Brookstone Capital Management LLC. David has over 10 years of experience in the financial industry and is registered to provide investment advice in Georgia and North Carolina. David holds FINRA Series 6, 7 and 63 licenses as well as the Series 65 and SIE exams. David specializes in providing financial planning, portfolio management, and educational seminars to high-net-worth individuals, corporations, and other businesses. David has previously worked as an investment advisor representative for MFS Fund Distributors, Inc. and is also a partner and managing member of Patriot Capital, LLC.

Firm Information

David Bryant 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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David Bryant’s Registration & Firm History

IL

06/11/2021 - Present

Brookstone Capital Management LLC (WHEATON IL)

MA

11/18/2008 - 06/30/2015

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 01/19/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/28/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/30/2015

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/2012

Series 7 - General Securities Representative Examination

BC

Issued 11/17/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for David Mcdowell Bryant. Review regulatory record here.
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