Bluestone® Financial Advisors, LLC

Bluestone® Financial Advisors, LLC (CRD# 146946) is a financial advisory firm headquartered in Bethesda, MD. They manage $46,920,483 in 175 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $268,117
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

DC, MD, VA

Financial Advisors at Bluestone® Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Andrew S. Cosgrove
CRD#: 5348395
7910 Woodmont Avenue, Suite 660, Bethesda, MD 20814
96
Wealthminder
score

Andrew Cosgrove (CRD# 5348395) is an Investment Advisor Representative working at Bluestone® Financial Advisors, LLC in Bethesda, MD and has over 9 years of experience in the finance industry.

2
Nathan N. Irons
CRD#: 2268875
7910 Woodmont Avenue, Suite 660, Bethesda, MD 20814
93
Wealthminder
score

Nathan Irons (CRD# 2268875) is an Investment Advisor Representative working at Bluestone® Financial Advisors, LLC in Bethesda, MD and has over 24 years of experience in the finance industry.

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