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Detailed Report
Nicholas Mark Bunio
Nick Bunio
CRD#: 6787283
IA
Investment Adviser
BROOKSTONE WEALTH ADVISORS, LLCCRD#: 137658 1055 WESTLAKES DRIVE
#300
BERWYN, PA 19312
Registration History
2017201820192020202120222023202420252026IABROOKSTONE WEALTH ADVISORS, LLC (CRD# 137658)2019 - Present (5 years)IAELLIS INVESTMENT PARTNERS, LLC (CRD# 157669)2017 - 2018 (<1 year)
License(s)

State Registrations

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Pennsylvania 6/17/2019
Current Registration(s)
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BROOKSTONE WEALTH ADVISORS, LLC (CRD#:137658)
1055 WESTLAKES DRIVE #300, BERWYN, PA 19312
Registered with this firm since 6/17/2019
Previous Registration(s)
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IA
 05/16/2017 - 02/23/2018 ELLIS INVESTMENT PARTNERS, LLC (CRD#:157669) BERWYN, PA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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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.