Andrew Cosgrove (CRD# 5348395) is an Investment Advisor Representative working at Bluestone® Financial Advisors, LLC in Bethesda, MD and has over 16 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bluestone Life Insurance Company | Burlington, VT | Aug 2015 - Current | 8 |
| Bluestone Financial Advisors, LLC | Bethesda, MD | Aug 2007 - Current | 16 |
| Bluestone Financial Corp | Bethesda, MD | May 2007 - Dec 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2007 |
- MD
- NY
-
Total Assets Under Management146MILLIONS
-
Total Number of Accounts121ACCOUNTS
-
Average Account Value$1,210,302
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MD, NY
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