AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
PG

Paul A. Giordano

Some features on this profile are disabled
CRD#: 1790874
PG

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Paul Andrew Giordano was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 1988. Paul had worked at 12 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

February 11, 1997 - November 15, 2001

BLUESTONE CAPITAL CORP.

BD
CRD#: 13516
NEW YORK, NY
Past

September 17, 1996 - February 14, 1997

LAIDLAW GLOBAL SECURITIES, INC.

BD
CRD#: 19018
NEW YORK, NY
Past

July 7, 1995 - March 28, 1997

TOLUCA PACIFIC SECURITIES CORP.

BD
CRD#: 13875
BURBANK, CA
Past

February 8, 1995 - June 1, 1995

GOLDIS FINANCIAL GROUP, INC.

BD
CRD#: 16444
GARDEN CITY, NY
Past

December 14, 1994 - February 7, 1995

QUANTUM GROUP, LTD.

BD
CRD#: 33615
SLOATSBURG, NY
Past

May 14, 1991 - July 29, 1992

MAYFAIR SECURITIES LIMITED

BD
CRD#: 23770
Past

March 13, 1991 - May 14, 1991

SCHNEIDER SECURITIES, INC.

BD
CRD#: 16434
DENVER, CO
Past

May 11, 1990 - April 5, 1991

FINANCIAL EQUITIES RESOURCES, INC.

BD
CRD#: 13810
Past

June 22, 1989 - January 31, 1990

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL
Past

December 2, 1988 - June 20, 1989

HUBERMAN SECURITIES CORP.

BD
CRD#: 10133
Past

March 11, 1988 - December 9, 1988

F.D. ROBERTS SECURITIES, INC.

BD
CRD#: 693
Past

February 23, 1988 - March 29, 1988

GREENTREE SECURITIES CORP.

BD
CRD#: 7372

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 7/24/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 2/20/1988
General Securities Representative Examination

Current Firm

BC
BLUESTONE CAPITAL CORP.
BLUESTONE CAPITAL CORP. | WHALE SECURITIES CORP. | WHALE SECURITIES CO., L.P. | WHALE SECURITIES CO. | WHALE SECURITIES | WHALE & CO., INC. | SHOCHET SECURITIES A DIVISION OF BLUESTONE CAPITAL CORP.

CRD#: 13516 / SEC#: , 8-29197

BD
Terminated by SEC on 02/19/2002
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Mailing Address
Phone number
Established
New York since 01/18/1983
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents

Direct owners and executive officers

NamePositionCRD#
BLUESTONE HOLDING CORP.SHAREHOLDER
BELUSIC, BRANKO PHILIPCFO/TREASURER2989519
GOHD, MATTHEW ARTHURCO- CHAIRMAN/DIRECTOR810443
MCSHERRY, JOSEPH WILLIAMPRESIDENT/COO/DIRECTOR2007353
OCONNOR, DONALD JOSPEHVP-DIRECTOR OF COMPLIANCE1006777
WALTERS, WILLIAM GEORGECO-CHAIRMAN/ DIRECTOR600172

Disclosures

Regulatory Event15
Civil Event2
Arbitration16

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.

Company Information

BLUESTONE CAPITAL CORP.

CRD#: 13516

TRUST BUT VERIFY

Monitor Paul Giordano

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.