Bluestone® Financial Advisors, LLC
Bluestone® Financial Advisors, LLC (CRD# 146946) is a financial advisory firm headquartered in Bethesda, MD. They manage $146,446,558 in 121 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Bluestone® Financial Advisors, LLC
By the Numbers
-
Total Assets Under Management146MILLION
-
Total Number of Accounts121ACCOUNTS
-
Average Account Value$1,210,302
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD, NY
Financial Advisors at Bluestone® Financial Advisors, LLC
1
Andrew Cosgrove (CRD# 5348395) is an Investment Advisor Representative working at Bluestone® Financial Advisors, LLC in Bethesda, MD and has over 16 years of experience in the finance industry.
2
Ryan Beckwith (CRD# 7006127) is an Investment Advisor Representative working at Bluestone® Financial Advisors, LLC in Bethesda, MD and has 1 year of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.