Andrew Bluestone, financial advisor Delray Beach FL

Andrew Bluestone

CRD Number: 1030349
Current Firm: Ameritas Advisory Services, LLC

Andrew Bluestone (CRD# 1030349) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Delray Beach, FL and has over 25 years of experience in the finance industry. Andrew Bluestone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Ameritas Advisory Services, LLC Lincoln, NE Nov 2021 - Current 2
Strategic Alliance Partners, LLC Delray Beach, FL Oct 2019 - Current 4
Ameritas Life Insurance Corp Of New York New York, NY Dec 2009 - Current 14
Ameritas Life Insurance Lincoln, NE Mar 2008 - Current 16
Ameritas Investment Corp Lincoln, NE Mar 2008 - Current 16
Sapphire Financial Delray Beach, FL Jan 1996 - Current 28
Selective Benefit Group Delray Beach, FL Jan 1982 - Current 42
Brownstone Partners LLC Ramsey, NJ Nov 2002 - Aug 2016 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
Contact Info for Andrew S. Bluestone
Phone Number: 800-335-9858
Firm Website: https://www.ameritas.com
Registered State(s):
  • FL
  • NJ
By the Numbers
  • Total Assets Under Management
    10,289
    MILLIONS
  • Total Number of Accounts
    39,033
    ACCOUNTS
  • Average Account Value
    $263,605
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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