Blueline Advisors

Blueline Advisors (CRD# 164642) is a financial advisory firm headquartered in Exeter, NH. They manage $126,903,825 in 121 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $1,048,792
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NH

Financial Advisors at Blueline Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Frank C. Sabin
CRD#: 4442860
99 Water Street, Suite 3, Exeter, NH 03833
96
Wealthminder
score

Frank Sabin (CRD# 4442860) is an Investment Advisor Representative working at Blueline Advisors in Exeter, NH and has over 15 years of experience in the finance industry.

2
Leonard P. Turcotte
CRD#: 6169613
99 Water Street, Suite 3, Exeter, NH 03833
90
Wealthminder
score

Leonard Turcotte (CRD# 6169613) is an Investment Advisor Representative working at Blueline Advisors in Exeter, NH and has over 3 years of experience in the finance industry.

3
Daniel J. Wyand
CRD#: 5628436
99 Water Street, Suite 3, Exeter, NH 03833
90
Wealthminder
score

Daniel Wyand (CRD# 5628436) is an Investment Advisor Representative working at Blueline Advisors in Exeter, NH and has over 4 years of experience in the finance industry.

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