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 held positions 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 238 offices and 545 employees. The firm manages assets totaling $10.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include 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 208
Delray Beach, FL 33444

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$10,289,301,520

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

545

FL Average: 226
Total Number of Accounts

39,033

FL Average: 7,467
Average Account Size

$263,605

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 (3 years)

Ameritas Advisory Services, LLC

2019 - Present (5 years)

Strategic Alliance Partners, LLC

2009 - Present (15 years)

Ameritas Life Insurance Corp Of New York

2008 - Present (16 years)

Ameritas Investment Corp

2008 - Present (16 years)

Ameritas Life Insurance

1996 - Present (28 years)

Sapphire Financial

1982 - Present (42 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

Michael Mccarthy
Toledo, OH
Brian Franford
Norwell, MA
Barbara Redstone
Plano, TX
Meridith Carter
Lawrence, KS
Steven Turner
Eliot, ME
Melissa Schorr
Lincoln, NE
Quinton Storm
Tulsa, OK
Tayton Bair
Flagstaff, AZ

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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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