Andrew Napoli
Investment Adviser Representative at Goldstone Financial Group, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Andrew Napoli is an investment adviser representative with Goldstone Financial Group, LLC in Oakbrook Terrace, IL, where they have been registered since 2026. They have worked in the securities industry since 2019 and have been registered with 3 firms, including Strategic Advisers LLC and Fidelity Personal and Workplace Advisors. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 9 (options sales supervisor). They are registered to provide investment advice in Illinois.
Office
Advisors at this office: 17
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Illinois
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Fidelity Brokerage Services LLCJul 2018 – Apr 2026Chicago, IL
- Northern Trust CompanyFeb 2017 – Jul 2018Chicago, IL
- Full- time high school and college educationJan 2008 – Dec 2016Frankfort, IL
- Fidelity InvestmentsMar 2025 – Apr 2026Boston, MA
- Goldstone Financial GroupMay 2026 – no end date reportedOak Brook Terrace, IL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Goldstone Financial Group, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Firm account minimum
- $250,000 (waivable)
- Schwab Transaction-Based: First $1,000,0001.20%
- Schwab Transaction-Based: Next $1,000,000 to $3,000,0000.90%
- Schwab Transaction-Based: $3,000,000+0.65%
- Schwab Wrap-Based: First $500,0001.50%
+8 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17
- Offices listed on AdvisorFinder:
- 15
- Main office:
- Oakbrook Terrace, IL
- SEC file number:
- 801-99350
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Goldstone Financial Group, LLC
Showing 12 of 17 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew Napoli has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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