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Michael Blaustein

36 Years of Experience
Bridgehampton, NY
Broker

Michael Blaustein is a registered investment advisor at Wells Fargo Advisors, based in Bridgehampton, NY, with 36 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2385 Main St, #7 1st Fl, Bridgehampton, NY, 11932

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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.

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Other Business Activities

Michael has 100% ownership of Bluestone Capital Advisors, LLC since May 2025. He dedicates about a quarter of his time to this investment-related activity.

Employment History
Current Registrations
Wells Fargo Advisors
May 2025 - Present · 1 yr
Wells Fargo Advisors Financial Network, LLCBroker
May 2025 - Present · 1 yr
Previous Registrations
Wells Fargo Advisors
April 2015 - May 2025 · 10 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
April 2015 - May 2025 · 10 yrs 1 mo
Barclays Capital INC.
January 2010 - May 2015 · 5 yrs 4 mos
Barclays Capital INC.Broker
October 2009 - May 2015 · 5 yrs 7 mos
Matrix U.S.A., LLCBroker
February 2008 - March 2009 · 1 yr 1 mo
Lehman Brothers INC.Broker
May 1997 - January 2008 · 10 yrs 8 mos
Cs First Boston CorporationBroker
April 1990 - May 1996 · 6 yrs 1 mo
Drexel Burnham Lambert IncorporatedBroker
August 1989 - March 1990 · 7 mos
Cs First Boston CorporationBroker
January 1988 - August 1989 · 1 yr 7 mos
State Registrations16 states
AZCACOCTDCFLKSMAMDMNMONJNYPAVAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Blaustein - Financial Advisor | TrueAdvisor