Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Rick Bone, financial advisor Wayne PA
93 score

Rick Bone

CRD Number: 1114472
Current Firm: Bluestone Capital Management, LLC

Rick Bone (CRD# 1114472) is an Investment Advisor Representative working at Bluestone Capital Management, LLC in Wayne, PA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Merion Capital Group Wayne, PA Jun 2014 - Current 2
Bluestone Capital Markets Wayne, PA Jun 2014 - Current 2
Chase Investment Counsel Charlottesville, VA Apr 2012 - Jun 2014 2
Quasar Distributors, LLC Milwaukee, WI Apr 2012 - Jun 2014 2
Unemployed Royersford, PA Nov 2011 - Apr 2012 < 1
Patterson Capital Los Angeles, CA Sep 2011 - Nov 2011 < 1
Unemployed Royersford, PA Feb 2011 - Sep 2011 < 1
Knott Capital Management Exton, PA Sep 2009 - Feb 2011 1
Unemployed Royersford, PA Mar 2009 - Sep 2009 < 1
Bjurman, Barry & Associates Los Angeles, CA Nov 2002 - Mar 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2012
S65 NASAA Investment Advisors Law Examination Nov 2002
Contact Info for Rick W. Bone
Phone Number: 610-337-6500
Firm Website:
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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