Unclaimed Profile

Matthew Lee Lovett

BROOKSTONE CAPITAL MANAGEMENT LLC·WHEATON, Illinois

Series 6, Series 7, Series 24, Series 53, Series 63, Series 66, Series 87Clean record24 years registeredBROOKSTONE CAPITAL MANAGEMENT LLC

1745 S. NAPERVILLE ROAD, WHEATON, IL 60189CRD# 3094561Firm CRD# 141413

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew Lee Lovett · WHEATON, IL

Registration

CRD #3094561 · BROOKSTONE CAPITAL MANAGEMENT LLC · 24 years registered

Brand Profile

Not yet started

Career History

BROOKSTONE CAPITAL MANAGEMENT LLC

Nov 2013 – present

HERITAGE CAPITAL MANAGEMENT INC

Jul 2013 – Dec 2015

SCHAUMBURG, IL

JHS CAPITAL ADVISORS, LLC

Sep 2012 – May 2013

TAMPA, FL

PEREGRINE DIVERSIFIED INVESTMENT SERVICES CORP.

Jul 2012 – Jul 2012

CHICAGO, IL

WORLD EQUITY GROUP, INC.

May 2010 – Jun 2012

ARLINGTON HEIGHTS, IL

BREWER INVESTMENT ADVISORS LLC

Nov 2009 – Apr 2010

CHICAGO, IL

BB&T INVESTMENT SERVICES, INC.

Jun 2002 – Jul 2002

CHARLOTTE, NC

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 53

Series 63

Series 66

Series 87

Registration record

First registered · June 25, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BROOKSTONE CAPITAL MANAGEMENT LLC

CRD 141413 · SEC 801-68010

AUM

$8.8B

Regulatory assets under management

Employees

395

68,500 client accounts

Services offered by BROOKSTONE CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BROOKSTONE CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Lee Lovett offer?

Matthew Lee Lovett specializes in Financial Planning, Investment Management. Contact their office in WHEATON, Illinois for a consultation.

What are Matthew Lee Lovett's credentials?

Matthew Lee Lovett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Lee Lovett located?

Matthew Lee Lovett is based in WHEATON, Illinois, working with BROOKSTONE CAPITAL MANAGEMENT LLC. Their office serves clients in the WHEATON metropolitan area and surrounding communities.

How does Matthew Lee Lovett charge for services?

Matthew Lee Lovett's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BROOKSTONE CAPITAL MANAGEMENT LLC?

BROOKSTONE CAPITAL MANAGEMENT LLC has approximately 395 employees and manages $8.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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