Bluestone Growth Partners LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Commack, New York
CRD number
168098
Registered since
March 4, 2014

Firm profile

FINTRX

Overview

Bluestone Growth Partners LLC is organized as a limited liability company and has been SEC-registered since 2014. Public filings identify its ownership as a combination of a domestic entity and individual ownership; the firm is otherwise listed as "unclassified" in available data. The profile contains little detail about client segments, fee arrangements, or day-to-day advisory services. Reported attributes include that Bluestone is not a capital allocator and does not identify as an active ESG investor. It is also not designated as a multi-state adviser, a pension consultant, or a related adviser in the source dataset.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 3
  • Jordan Diamond

    Jordan Diamond

    Registered RepresentativeCRD 8216103

  • Robert Marietta

    Robert Marietta

    Managing DirectorCRD 1727029

  • Richard Amsberry

    Richard Amsberry

    FinOpCRD 2917504

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Commack, NY

Suffolk

Location

Commack, NY

Headquartered in Commack, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Suffolk
Address
32 Gannet Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth