RB
Ryan A. Beckwith
BLUESTONE® FINANCIAL ADVISORS
BALTIMORE, MD
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CRD#: 7006127
RB
Professional summary
Ryan Alexander Beckwith is a registered financial advisor currently at BLUESTONE® FINANCIAL ADVISORS, LLC located in Baltimore, Maryland.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Ryan has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
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.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Alexander Beckwith'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®
NoneExperience
Current
November 21, 2022 - Present
BLUESTONE® FINANCIAL ADVISORS, LLC
RIA
CRD#: 146946
BALTIMORE, MD
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".
BF
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)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
Maryland(11/21/2022)
Current Firm
BF
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)Upgrade to AdvisorCheck Premium
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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
3
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 116 |
| AUM (Assets Under Management) | $ 176,485,448 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
