Robert Fish, financial advisor Wayne PA
83 score

Robert Fish

CRD Number: 1837396
Current Firm: Bluestone Capital Management, LLC

Robert Fish (CRD# 1837396) is an Investment Advisor Representative working at Bluestone Capital Management, LLC in Wayne, PA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Mcg Securities. LLC Wayne, PA Oct 2014 - Current 2
Azarias Capital Partners, LLC Malvern, PA Aug 2010 - Current 6
Nfp Securities Inc. Malvern, PA May 2010 - Oct 2014 4
New England Securities Boston, MA Jun 1989 - May 2010 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1989
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Robert E. Fish
Phone Number: 610-337-6500
Firm Website:
Registered State(s):
  • MA
  • NJ
  • 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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