Bluestone Wealth Management LLC

Bluestone Wealth Management LLC (CRD# 137959) is a financial advisory firm headquartered in Keene, NH. They manage $228,581,803 in 78 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
67 Winter Street, Keene, NH 03431
http://bluestonenh.com
By the Numbers
  • Total Assets Under Management
    229
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $2,930,536
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NH

Financial Advisors at Bluestone Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Elizabeth Catlin, financial advisor Keene NH
Elizabeth J. Catlin
CRD#: 5055860
67 Winter Street, Keene, NH 03431

Elizabeth Catlin (CRD# 5055860) is an Investment Advisor Representative working at Bluestone Wealth Management LLC in Keene, NH and has over 18 years of experience in the finance industry.

2
Christine Clinton-Catlin, financial advisor Keene NH
Christine Clinton-Catlin
CRD#: 5055870
67 Winter Street, Keene, NH 03431

Christine Clinton-Catlin (CRD# 5055870) is an Investment Advisor Representative working at Bluestone Wealth Management LLC in Keene, NH and has over 18 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals