Brickstone Advisors
Firm details
- Headquarters
- Fort Lauderdale, Florida
- CRD number
- 319161
- Registered since
- December 13, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI95.24%
- Individuals4.76%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Brickstone Advisors is an independent, Florida-registered limited liability company owned by an individual and focused on serving individuals and families. The firm combines advisory work—financial planning, portfolio management for individuals and small businesses, and pension consulting—with insurance brokerage services. Its fee approach mixes percentage-of-AUM billing with hourly charges and other fee arrangements. Brickstone does not identify as an active ESG investor and operates within a single state rather than as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Cash & Cash Equivalents4%
- Other2%
Contacts
1 of 1
Alexander Bailey
Owner / Financial AdvisorCRD 7214270
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Lauderdale, FL
Broward
Location
Fort Lauderdale, FL
Headquartered in Fort Lauderdale, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Broward
- Address
- 300 Se 2nd St
- Time zone
- ET (UTC-5)
- Office locations
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