Nathan N. Irons

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CRD#: 2268875

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.

Nathan Nmn Irons, who also goes by Nathan Irons, was a registered financial professional .

Nathan is a previously registered financial professional and started their career in finance in 1992. Nathan had worked at 8 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Nathan Irons

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

June 23, 2008 - December 20, 2023

BLUESTONE® FINANCIAL ADVISORS, LLC

RIA

CRD#: 146946

SHELBURNE, VT

Past

July 27, 2007 - September 4, 2008

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

BETHESDA, MD

Past

July 27, 2007 - December 22, 2008

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

BETHESDA, MD

Past

May 26, 2006 - August 2, 2007

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

BETHESDA, MD

Past

February 1, 2006 - August 2, 2007

NYLIFE SECURITIES LLC

CRD#: 5167

BETHESDA, MD

Past

December 18, 2003 - December 31, 2004

EQUITY SERVICES, INC.

CRD#: 265

MONTPELIER, VT

Past

June 30, 1999 - December 12, 2003

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

SCOTTSDALE, AZ

Past

August 27, 1997 - July 29, 1999

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

February 17, 1993 - August 22, 1997

EQUITY SERVICES, INC.

CRD#: 265

MONTPELIER, VT

Past

September 10, 1992 - January 19, 1993

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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".

BLUESTONE® FINANCIAL ADVISORS, LLC

BLUESTONE FINANCIAL ADVISERS, LLC | BLUESTONE® FINANCIAL ADVISORS, LLC | BLUESTONE FINANCIAL ADVISORS, LLC

CRD#: 146946 / SEC#: 801-124948

RIA

Registered Investment Advisory firm - (5/4/2022 Approved)

District of Columbia

Registered Investment Advisory firm - (10/27/2016 Terminated)

Maryland

Registered Investment Advisory firm - (5/20/2022 Terminated)

Texas

Registered Investment Advisory firm - (10/7/2011 Terminated)

Virginia

Registered Investment Advisory firm - (11/12/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/15/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/8/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 9/8/1992

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BLUESTONE® FINANCIAL ADVISORS, LLC

BLUESTONE FINANCIAL ADVISERS, LLC | BLUESTONE® FINANCIAL ADVISORS, LLC | BLUESTONE FINANCIAL ADVISORS, LLC

CRD#: 146946 / SEC#: 801-124948

RIA

Registered Investment Advisory firm - (5/4/2022 Approved)

District of Columbia

Registered Investment Advisory firm - (10/27/2016 Terminated)

Maryland

Registered Investment Advisory firm - (5/20/2022 Terminated)

Texas

Registered Investment Advisory firm - (10/7/2011 Terminated)

Virginia

Registered Investment Advisory firm - (11/12/2019 Terminated)

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Contact information

Main Address

7910 Woodmont Avenue Suite 1350, Bethesda, MD 20814

Mailing Address

Phone number

(301) 841-0203

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

03 26 2025 BLUE FORM ADV PART 2A AND 2B FINAL (3/26/2025)

Regulatory assets under management

Total Number of Accounts	116
AUM (Assets Under Management)	$ 176,485,448

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.

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Advisor Monitoring

Firm Stability Insights

Nathan N. Irons

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

EQUITY SERVICES, INC.

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

NEW ENGLAND SECURITIES

EQUITY SERVICES, INC.

PFS INVESTMENTS INC.

Primary Firm SEC Registration

BLUESTONE® FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/15/2006

Series 63

Date: 9/8/1992

Series 6

Date: 9/8/1992

Current Firm

BLUESTONE® FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUESTONE® FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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