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Detailed Report
SUSAN CHARLSON MCNAMARA MUSIL
SUSAN CHARLSON, SUSAN CHARLSON MCNAMARA
CRD#: 603569
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Investment Adviser
BROOKSTONE CAPITAL MANAGEMENT LLCCRD#: 141413 Melbourne, FL
Registration History
20062008201020122014201620182020202220242026IABROOKSTONE CAPITAL MANAGEMENT LLC (CRD# 141413)2018 - Present (6 years)IAPRECISION CAPITAL MANAGEMENT (CRD# 174239)2015 - 2019 (3 years)IAHORTER INVESTMENT MANAGEMENT, LLC (CRD# 119880)2013 - 2015 (2 years)IAING FINANCIAL PARTNERS, INC (CRD# 2882)2008 - 2012 (4 years)IASMITH HAYES ADVISERS INC (CRD# 110776)2005 - 2007 (2 years)
Disclosure(s)
View By:
4/20/2021
Financial
Final
7/10/2013
Judgment / Lien
License(s)

State Registrations

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Florida 1/25/2019
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Texas 12/14/2018
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Nebraska 1/25/2019
Current Registration(s)
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BROOKSTONE CAPITAL MANAGEMENT LLC (CRD#:141413)
Melbourne, FL
Registered with this firm since 12/14/2018
Previous Registration(s)
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 06/12/2015 - 03/29/2019 PRECISION CAPITAL MANAGEMENT (CRD#:174239) MELBOURNE, FL
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 01/17/2013 - 05/15/2015 HORTER INVESTMENT MANAGEMENT, LLC (CRD#:119880) MELBOURNE, FL
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 06/12/2008 - 12/31/2012 ING FINANCIAL PARTNERS, INC (CRD#:2882) MELBOURNE, FL
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 08/26/2005 - 09/27/2007 SMITH HAYES ADVISERS INC (CRD#:110776) OMAHA, NE
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.