Bluestone Capital Management, LLC

Bluestone Capital Management, LLC (CRD# 157841) is a financial advisory firm headquartered in Wayne, PA. They manage $393,806,746 in 1,023 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    394
    MILLION
  • Total Number of Accounts
    1,023
    ACCOUNTS
  • Average Account Value
    $384,953
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
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.

CA, CO, FL, LA, MA, NJ, NY, OH, PA, TX, VA

Financial Advisors at Bluestone Capital Management, LLC
Showing 1 - 10 of 17 top financial advisors.
1
Richard S. Chebookjian
CRD#: 1374576
37 West Ave, Suite 201, Wayne, PA 19087
94
Wealthminder
score

Richard Chebookjian (CRD# 1374576) is an Investment Advisor Representative working at Bluestone Capital Management, LLC in Wayne, PA and has over 25 years of experience in the finance industry.

2
Claire A. Bailey
CRD#: 1247313
37 West Ave, Suite 201, Wayne, PA 19087
93
Wealthminder
score

Claire Bailey (CRD# 1247313) is an Investment Advisor Representative working at Bluestone Capital Management, LLC in Wayne, PA and has over 10 years of experience in the finance industry.

3
Lee A. Calfo
CRD#: 4782334
37 West Ave, Suite 201, Wayne, PA 19087
93
Wealthminder
score

Lee Calfo (CRD# 4782334) is an Investment Advisor Representative working at Bluestone Capital Management, LLC in Wayne, PA and has over 12 years of experience in the finance industry.

4
Anthony J. Falco
CRD#: 5125793
37 West Ave, Suite 201, Wayne, PA 19087
93
Wealthminder
score

Anthony Falco (CRD# 5125793) is an Investment Advisor Representative working at Bluestone Capital Management, LLC in Wayne, PA and has over 10 years of experience in the finance industry.

5
Richard I. Farr
CRD#: 2659178
1814 East Route 70, Suite 350, Cherry Hill, NJ 08003
93
Wealthminder
score

Richard Farr (CRD# 2659178) is an Investment Advisor Representative working at Bluestone Capital Management, LLC in Cherry Hill, NJ and has over 16 years of experience in the finance industry.

6
James McGovern
CRD#: 4415768
1814 East Route 70, Suite 350, Cherry Hill, NJ 08003
93
Wealthminder
score

James McGovern (CRD# 4415768) is an Investment Advisor Representative working at Bluestone Capital Management, LLC in Cherry Hill, NJ and has over 5 years of experience in the finance industry.

7
Jason D. O'donnell
CRD#: 4268567
37 West Ave, Suite 201, Wayne, PA 19087
93
Wealthminder
score

Jason O'donnell (CRD# 4268567) is an Investment Advisor Representative working at Bluestone Capital Management, LLC in Wayne, PA and has over 16 years of experience in the finance industry.

8
Brian C. Shevland
CRD#: 4570496
37 West Ave, Suite 201, Wayne, PA 19087
93
Wealthminder
score

Brian Shevland (CRD# 4570496) is an Investment Advisor Representative working at Bluestone Capital Management, LLC in Wayne, PA and has over 14 years of experience in the finance industry.

9
Paulina B. Kashirsky
CRD#: 5190540
37 West Ave, Suite 201, Wayne, PA 19087
90
Wealthminder
score

Paulina Kashirsky (CRD# 5190540) is an Investment Advisor Representative working at Bluestone Capital Management, LLC in Wayne, PA and has over 4 years of experience in the finance industry.

10
Amy B. King
CRD#: 5175433
37 West Ave, Suite 201, Wayne, PA 19087
90
Wealthminder
score

Amy King (CRD# 5175433) is an Investment Advisor Representative working at Bluestone Capital Management, LLC in Wayne, PA and has over 10 years of experience in the finance industry.

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