AB
CFP
AB
CFP

Andrew Seth Bluestone

38 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
539 advisors
Number of Clients
25,632 clients
Average Client Portfolio
$449K average
Assets Under Management
$11.5B

Fee Structure

Minimum Investment:$5K
Loading...

Location

55 SE 2nd Ave Ste 404, Delray Beach, FL, 33444

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Andrew is a licensed insurance agent selling fixed insurance products and offering life settlements. He is also involved in various business activities, including financial planning, teaching, expert witness services, and marketing for a health insurance fund, taking up nearly all of his time.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 3 mos
Ameritas Investment Company, LLCBroker
March 2008 - Present · 17 yrs 11 mos
Previous Registrations
Ameritas Advisory Services
April 2008 - November 2021 · 13 yrs 7 mos
MML Investors Services, INC.Broker
November 1997 - March 2008 · 10 yrs 4 mos
Equity Services, INC.Broker
August 1989 - October 1997 · 8 yrs 2 mos
Integrated Resources Equity CorporationBroker
May 1987 - July 1989 · 2 yrs 2 mos
State Registrations7 states
FLMNNJNYSCTNVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.