Alan Bluestein, financial advisor Fort Lauderdale FL

Alan Bluestein

CRD Number: 3096143
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Alan Bluestein (CRD# 3096143) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Fort Lauderdale, FL and has over 25 years of experience in the finance industry.

Similar Advisors
Christopher Conness, financial advisor Fort Lauderdale FL
Christopher G. Conness
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
Similar Advisors
Hans Abate, financial advisor Fort Lauderdale FL
Hans A. Abate
CRD# 4563511
Efg Asset Management (americas) Corp.
Similar Advisors
Guy Abbanat, financial advisor Fort Lauderdale FL
Guy J. Abbanat
CRD# 1235698
World Equity Group, Inc.
Company Name Location Dates Years
Bank Of America, N.a. Fort Lauderdale, FL Jul 2017 - Current 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale, FL May 2017 - Current 6
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - May 2017 2
Morgan Stanley Smith Barney Ft. Lauderdale, FL Jun 2009 - May 2017 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Oct 1998
Contact Info for Alan H. Bluestein
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Alan Bluestein and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.