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Colton Taylor Strawn

Investment Adviser Representative at Brookstone Wealth Advisors, LLC

Clover, SCCRD #6330870Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Colton Taylor Strawn is an investment adviser representative in Clover, SC, currently registered with Copperleaf Capital, LLC and Brookstone Wealth Advisors, LLC. They have worked in the securities industry since 2018 and have been registered with 4 firms, including Fidelity Personal and Workplace Advisors and Vanguard Advisers, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Florida, Georgia, North Carolina, South Carolina, Texas, and Virginia.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida, Georgia, North Carolina, South Carolina, Texas, Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 4/26/2018
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/29/2018

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Brookstone Wealth Advisors, LLCCurrent
4/23/2026 – Clover, SC
Copperleaf Capital, LLCCurrent
3/17/2022 – Clover, SC
Fidelity Personal AND Workplace Advisors
8/25/2021 – 3/18/2022Charlotte, NC
Vanguard Advisers, Inc.
5/11/2018 – 6/25/2021Charlotte, NC

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. The Vanguard Group, Inc.
    Jan 2018 – Jun 2021Charlotte, NC
  2. State Farm
    Oct 2014 – Jan 2018Athens, GA
  3. Signature FD
    May 2017 – Aug 2017Atlanta, GA
  4. Lyft
    Aug 2019 – Jan 2022Charlotte, NC
  5. Uber
    Aug 2019 – Jan 2022Charlotte, NC
  6. Fidelity Investments
    Jun 2021 – Mar 2022Charlotte, NC
  7. Copperleaf Capital, LLC
    Mar 2022 – no end date reportedClover, SC
  8. Brookstone Wealth Advisors
    Apr 2026 – no end date reportedWheaton, IL

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Brookstone Wealth Advisors, 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
  • Fixed fee

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

Unknown

Client types the firm serves

Unknown

Firm assets under management

Unknown

Firm disclosures (Form ADV)
Unknown

Source: firm Form ADV filing

Similar advisors in Clover, SC

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Colton Taylor Strawn 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Colton Taylor Strawn (Brookstone Wealth Advisors)