Andrew S. Bluestone
AMERITAS ADVISORY SERVICES
Ramsey, NJ 07446-2513
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CRD#: 1030349
Professional summary
Andrew Seth Bluestone, CFP®, who also goes by Andy Bluestone, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Ramsey, New Jersey and AMERITAS INVESTMENT COMPANY, LLC located in Delray, Florida.
Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Andrew has worked at 5 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andy Bluestone
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * APPROVED TO OFFER LIFE SETTLEMENTS ON FIXED INSURANCE PRODUCTS * SELECTIVE BENEFIT GROUP; SAME AS BRANCH; INV REL; INSURANCE AND FINANCIAL PLANNING; MANAGING PARTNER; START DATE=01/1982; HRS/MO=220; TRADING HRS/MO=160; INSURANCE AND FINANCIAL PLANNING * BOOKS AND NETWORKING SEMINAR SERIES-BLUESTONE+KILLION; SAME AS BRANCH; NON-INV REL; EDUCATE EXISTING AND PROSPECTIVE BUSINESS RELATIONSHIP ON THE POWER OF NETWORKING FOR THEIR OWN BENEFITS BOTH PERSONALLY AND BUSINESS-RELATED, FORMAT OF DELIVERY IS ONE-ON-ONE COACHING, SEMINARS AND WORKSHOPS, AUTHOR-HARNESSING THE POWER OF RELATIONSHIPS, CREATIVE THINKING HANDBOOK, BUSINESS DEVELOPMENT HANDBOOK; TEACHER/INSTRUCTOR/AUTHOR; START DATE=5/2012; HRS/MO=10; TRADING HRS/MO=5; TEACHER, INSTRUCTOR, COACH * SAPPHIRE FINANCIAL; SAME AS BRANCH; INV REL; AIC COMMISSION HOLDING COMPANY; OWNER, EXECUTIVE; START DATE=01/1996; HRS/MO=120; TRADING HRS/MO=120; OWNER/EXECUTIVE, AIC EARNED OVERRIDE INCOME FROM AIC PRODUCTS GETS DEPOSITED TO THE SAPPHIRE FINANCIAL CHECKING ACCOUNT * ANDREW BLUESTONE; SAME AS RESIDENCE; NON-INV REL; EXPERT WITNESS AND CONSULTING ADVISORY SERVICES; OWNER/SOLE PROPRIETOR; START DATE=09/2016; HRS/MO=12; TRADING HRS/MO=3; PROVIDE CONSULTING FOR RETIREMENT PLANNING, RELATED FEES IN PLAN, THRID PARTY TRANSACTIONS/FEES AND UNDERLYING SECURITIES. MAY INCLUDE ARBITRATION/MEDIATION OF DISPUTES * STRATEGIC ALLIANCE PARTNERS LLC; 750 ROUTE 34 MATAWAN NJ 07747; INV REL; INSURANCE ANNUITY AND B/D GENERAL AGENCY; PARTNER; START DATE=10/2019; HRS/MO=12; TRADING HRS/MO=10;GENERAL AGENT DUTIES * ACR HIF; same as branch; non-inv rel; marketing activities to promote ACR Health Insurance Fund to municipalities in New Jersey; Marketing; start date=01/2025; hrs/mo=10; trading hrs/mo=2; marketing activity to promote the ACR Health Insurance Fund to municipalities in New Jersey
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Seth Bluestone's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1990
Experience
Current
November 1, 2021 - Present
AMERITAS ADVISORY SERVICES, LLC
Office #1: 50 Hart St, Ramsey, NJ 07446-2513RIA
CRD#: 317245
Ramsey, NJ
Current
March 31, 2008 - Present
AMERITAS INVESTMENT COMPANY, LLC
BD
CRD#: 14869
DELRAY, FL
Past
April 17, 2008 - November 1, 2021
AMERITAS INVESTMENT COMPANY, LLC
RIA
CRD#: 14869
RAMSEY, NJ
Past
November 12, 1997 - March 3, 2008
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
NEW YORK, NY
Past
August 17, 1989 - October 24, 1997
EQUITY SERVICES, INC.
BD
CRD#: 265
MONTPELIER, VT
Past
May 27, 1987 - July 8, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - (1/13/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(7/22/2010)
IAR
Florida(1/11/2023)
RR
Minnesota(8/2/2018)
RR
New Jersey(3/31/2008)
IAR
New Jersey(11/1/2021)
RR
New York(3/31/2008)
RR
South Carolina(7/23/2010)
RR
Tennessee(7/20/2023)
RR
Virginia(6/25/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
AA
AMERITAS ADVISORY SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
RIA
Registered Investment Advisory firm - (1/13/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5900 O Street, Lincoln, NE 68510
Mailing Address
Phone number
(800) 335-9858
Established
Firm type
Fiscal year end
# of Employees
560
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 41,501 |
| AUM (Assets Under Management) | $ 11,506,548,514 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 07/23/2024 | ||
| 07/27/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
