Andrew
Bluestone

Ameritas Advisory Services, LLC

CRD#1030349
Investment Advisor
in Delray Beach, FL

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About this Advisor

Andrew Bluestone is a financial advisor based in Delray Beach, Florida, working with Ameritas Advisory Services, LLC. Andrew has previously worked at Ameritas Investment Corp, Brownstone Partners LLC, Ameritas Life Insurance, Ameritas Life Insurance Corp Of New York, Selective Benefit Group, Sapphire Financial, Strategic Alliance Partners, LLC, and Ameritas Advisory Services, LLC. Andrew has passed the Series 63 regulatory exam and is registered to provide services in Florida and New Jersey. Currently, Andrew is part of Ameritas Advisory Services, LLC, which operates out of Delray Beach, Florida. The firm has 254 offices and 560 employees. Ameritas Advisory Services, LLC manages assets totaling $11.5 billion and serves both charitable organizations and high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Ameritas Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

55 Se 2Nd Ave Ste 404
Delray Beach, FL 33444

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$11,506,548,514

FL Average: $1,978,216,465
Total Number of Employees

560

FL Average: 226
Total Number of Accounts

41,501

FL Average: 7,467
Average Account Size

$277,260

FL Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Andrew Bluestone Work History

2021 - Present (4 years)

Ameritas Advisory Services, LLC

2019 - Present (6 years)

Strategic Alliance Partners, LLC

2009 - Present (16 years)

Ameritas Life Insurance Corp Of New York

2008 - Present (17 years)

Ameritas Investment Corp

2008 - Present (17 years)

Ameritas Life Insurance

1996 - Present (29 years)

Sapphire Financial

1982 - Present (43 years)

Selective Benefit Group

2002 - 2016 (14 years)

Brownstone Partners LLC

Disclosures

Please visit the SEC profile of Andrew Bluestone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ameritas Advisory Services, LLC

Matthew Halick
San Ramon, CA
Bryan Koppel
Hermitage, TN
Cassandra Mcpherson
Lincoln, NE
Zoe Woods
Carmel, IN
Branden Heins
Surprise, AZ
Jennifer Buzzeo
La Place, LA
Amanda Ross
Appleton, WI
Clemens Szymanowski
Perrysburg, OH

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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