BLUESTONE FINANCIAL ADVISORS, LLC
Legal name: BLUESTONE® FINANCIAL ADVISORS, LLC
CRD #146946 SEC #801-124948 BETHESDA, MD (301) 841-0203
SEC Registered
Total AUM
$176.5M
Discretionary
$162.9M
Employees
3
Clients
26
Accounts
116
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 10, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COSGROVE, ANDREW, SCOTT | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | |
| COSGROVE, ANDREW, SCOTT | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | |
| COSGROVE, ANDREW, SCOTT | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | |
| COSGROVE, ANDREW, SCOTT | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | |
| COSGROVE, ANDREW, SCOTT | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | |
| COSGROVE, ANDREW, SCOTT | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | |
| COSGROVE, ANDREW, SCOTT | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | |
| COSGROVE, ANDREW, SCOTT | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | |
| IRONS, NATHAN, NMN | I | FOUNDER AND PRINCIPAL | D | Control |
| IRONS, NATHAN, NMN | I | FOUNDER AND PRINCIPAL | D | Control |
Registrations
Federal
IA
Jun 10, 2025 REGISTERED
Notice Filings (2)
MD NY
Address
7910 WOODMONT AVENUESUITE 1350
BETHESDA, MD 20814
United States
Phone: (301) 841-0203