Brightstone Advisors LLP
Brightstone Advisors LLP (CRD# 150936) is a financial advisory firm headquartered in Fishers, IN. They manage $26,138,835 in 74 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management26MILLION
Total Number of Accounts74ACCOUNTS
Average Account Value$353,228
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jeffrey Sturgis (CRD# 3180650) is an Investment Advisor Representative working at Brightstone Advisors LLP in Fishers, IN and has over 17 years of experience in the finance industry. Jeffrey Sturgis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.