Bluering Advisors, Inc.

Bluering Advisors, Inc. (CRD# 316034) is a financial advisory firm headquartered in , . They manage $4,923,610 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $273,534
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Bluering Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
James Daly, financial advisor Lagrangeville NY
James E. Daly
CRD#: 1671729
Lagrangeville, NY

James Daly (CRD# 1671729) is an Investment Advisor Representative working at Bluering Advisors, Inc. in Lagrangeville, NY and has over 36 years of experience in the finance industry.

2
James McFadden, financial advisor Lagrangeville NY
James D. McFadden
CRD#: 1979899
Lagrangeville, NY

James McFadden (CRD# 1979899) is an Investment Advisor Representative working at Bluering Advisors, Inc. in Lagrangeville, NY and has over 34 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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