ARBORSTONE FINANCIAL, LLC
CRD #338225 SEC #801-134355 ANDOVER, MA 979-269-6344
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
4
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 13, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KUTZ, JEFFREY, KEVIN | I | PARTNER AND SENIOR FINANCIAL ADVISOR | D | Control |
| KUTZ, JEFFREY, KEVIN | I | PARTNER AND SENIOR FINANCIAL ADVISOR | D | Control |
| KUTZ, JEFFREY, KEVIN | I | PARTNER AND SENIOR FINANCIAL ADVISOR | D | Control |
| GAUDINO, WILLIAM, ALBERT | I | PARTNER | C | Control |
| GAUDINO, WILLIAM, ALBERT | I | PARTNER | C | Control |
| GAUDINO, WILLIAM, ALBERT | I | PARTNER | C | Control |
| GAUDINO, JUSTIN, ROBERT | I | FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| GAUDINO, JUSTIN, ROBERT | I | FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| GAUDINO, JUSTIN, ROBERT | I | FINANCIAL ADVISOR AND CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Nov 13, 2025 REGISTERED
Notice Filings (1)
MA
Address
10 NEW ENGLAND BUSINESS CENTER DRIVESUITE 109
ANDOVER, MA 01810
United States
Phone: 979-269-6344