Harry BlusteinCRD Number: 5989007
Current Firm: Strategic Advisers, Inc.
Harry Blustein (CRD# 5989007) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Coral Gables, FL and has over 5 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
|Fidelity Investments||Coral Gables, FL||Oct 2011 - Current||6|
|Unemployed||Miami, FL||Sep 2011 - Oct 2011||< 1|
|Starboard Cruise Services||Doral, FL||Jun 2011 - Sep 2011||< 1|
|Custom Crushing & Materials, Inc.||Miami, FL||Jun 2010 - Apr 2011||< 1|
|Full-time Education Le Moyne College||Syracuse, NY||Jun 2006 - May 2010||3|
|Land Shark Stadium||Miami, FL||Jun 2009 - Aug 2009||< 1|
|Fedex||Syracuse, NY||Sep 2008 - Nov 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2012|
|S66||NASAA Uniform Combined State Law Examination||Jun 2014|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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