Stephanie L. Sandle

BLUESTONE PRIVATE WEALTH | Managing Director

Chagrin Falls, OH

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CRD#: 6701357

Professional summary

Stephanie Lynn Sandle, CFP®, CPWA® is a registered financial advisor currently at BLUESTONE PRIVATE WEALTH, LLC located in Chagrin Falls, Ohio.

Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Stephanie has worked at 2 firms .

Question & Answer

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Stephanie Lynn Sandle's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

CPWA^®

Certified Private Wealth Advisor

Start date: 2017-06-27

Expire date: 2023-05-31

Experience

Current

May 18, 2023 - Present

BLUESTONE PRIVATE WEALTH, LLC

RIA

CRD#: 326055

Chagrin Falls, OH

Past

August 29, 2016 - May 2, 2022

MAI CAPITAL MANAGEMENT, LLC

RIA

CRD#: 109807

CLEVELAND, OH

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 PRIVATE WEALTH, LLC

CRD#: 326055 / SEC#: 801-132967

RIA

Registered Investment Advisory firm - (6/12/2025 Approved)

Ohio

Registered Investment Advisory firm - (8/14/2025 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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(5/18/2023)

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

Current Firm

BLUESTONE PRIVATE WEALTH, LLC

CRD#: 326055 / SEC#: 801-132967

RIA

Registered Investment Advisory firm - (6/12/2025 Approved)

Ohio

Registered Investment Advisory firm - (8/14/2025 Terminated)

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Contact information

Main Address

Chagrin Falls, OH

Mailing Address

Phone number

(440) 821-3459

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - BLUESTONE PRIVATE WEALTH, LLC (7/29/2025)

Regulatory assets under management

Total Number of Accounts	199
AUM (Assets Under Management)	$ 161,812,794

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Stephanie L. Sandle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Lynn Sandle's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUESTONE PRIVATE WEALTH, LLC

MAI CAPITAL MANAGEMENT, LLC

Primary Firm SEC Registration

BLUESTONE PRIVATE WEALTH, LLC

State Registrations and Notice Filings

Exams

Current Firm

BLUESTONE PRIVATE WEALTH, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUESTONE PRIVATE WEALTH, LLC

TRUST BUT VERIFY

Contact information

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