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RIA / WealthAdvisor38 years in industry

STEPHEN JOSEPH AGRISTA

Advisor at BROOKSTONE WEALTH ADVISORS, LLC

WHEATON, IL | Wanamassa, NJ

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Search this name across graphsid dfx:ria:f591f0e5-b613-bd51-dfda-e20a8986f27b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jun 19, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BROOKSTONE WEALTH ADVISORS, LLC
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 7, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Jul 7, 1988
First registration: Jun 19, 2002
Dual registered: no
IAPD individual key: 1840

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BROOKSTONE WEALTH ADVISORS, LLC	No RAUM reported	Jan 11, 2022	n/a	yes	Wanamassa, NJ\|WHEATON, IL	Current employment
VANDERBILT ADVISORY SERVICES	Bd affiliated wealth	Dec 21, 2018	Mar 31, 2020	no	Doylestown, PA\|WOODBURY, NY\|Wanamassa, NJ	Previous registration
ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC	Former SEC adviser	Jan 27, 2017	Nov 10, 2017	no	Doylestown, PA\|Ocean Township, NJ\|PETALUMA, CA	Previous registration
ON INVESTMENT MANAGEMENT CO	Bd affiliated wealth	Oct 22, 2012	Dec 31, 2016	no	CINCINNATI, OH	Previous registration
NPA ASSET MANAGEMENT, LLC	Bd affiliated wealth	Jul 20, 2004	Oct 24, 2012	no	WANAMAAZ, NJ	Previous registration
COMPREHENSIVE FINANCIAL CONSULTANTS, INC.	n/a	Jun 19, 2002	Oct 22, 2012	no	OCEAN, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
VANDERBILT ADVISORY SERVICES	BROOKSTONE WEALTH ADVISORS, LLC	Mar 31, 2020	Jan 11, 2022	651	Firm change after gap	Ibd to RIA
ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC	VANDERBILT ADVISORY SERVICES	Nov 10, 2017	Dec 21, 2018	406	Firm change after gap	Other
ON INVESTMENT MANAGEMENT CO	ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC	Dec 31, 2016	Jan 27, 2017	27	Firm change	Other
NPA ASSET MANAGEMENT, LLC	ON INVESTMENT MANAGEMENT CO	Oct 24, 2012	Oct 22, 2012	-2	Firm change	Other
COMPREHENSIVE FINANCIAL CONSULTANTS, INC.	NPA ASSET MANAGEMENT, LLC	Oct 22, 2012	Jul 20, 2004	-3,016	Firm change after gap	Other

Relationships

Registered with (6)

→ BROOKSTONE WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Jan 11, 2022 to presentfactForm ADV
→ VANDERBILT ADVISORY SERVICESRegistered adviserregistration: previous registration
Dec 21, 2018 to Mar 31, 2020factForm ADV
→ ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 27, 2017 to Nov 10, 2017factForm ADV
→ ON INVESTMENT MANAGEMENT CORegistered adviserregistration: previous registration
Oct 22, 2012 to Dec 31, 2016factForm ADV
→ NPA ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 20, 2004 to Oct 24, 2012factForm ADV
→ COMPREHENSIVE FINANCIAL CONSULTANTS, INC.Registered adviserregistration: previous registration
Jun 19, 2002 to Oct 22, 2012factForm ADV

Dated events

No dated event names this entity yet.