AB
CFP

Andrew Seth Bluestone

38 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
539 advisors
Number of Clients
25,632 clients
Average Client Portfolio
$449K average
Assets Under Management
$11.5B

Fee Structure

Ameritas Advisory Services charges fees based on the specific program and services you choose. These fees can be asset-based for investment management or may involve separate charges for financial planning or consulting. Some programs are 'wrap fee' programs, meaning the fee covers both advisory services and transaction costs, while others charge transaction costs separately. It's important to discuss the costs and benefits of each option with your IAR to determine the most suitable approach for your financial situation.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

55 SE 2nd Ave Ste 404, Delray Beach, FL, 33444

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Andrew is a licensed insurance agent selling fixed insurance products and offering life settlements. He is also involved in various business activities, including financial planning, teaching, expert witness services, and marketing for a health insurance fund, taking up nearly all of his time.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 2 mos
Ameritas Investment Company, LLCBroker
March 2008 - Present · 17 yrs 10 mos
Previous Registrations
Ameritas Advisory Services
April 2008 - November 2021 · 13 yrs 7 mos
MML Investors Services, INC. Broker
November 1997 - March 2008 · 10 yrs 4 mos
Equity Services, INC. Broker
August 1989 - October 1997 · 8 yrs 2 mos
Integrated Resources Equity CorporationBroker
May 1987 - July 1989 · 2 yrs 2 mos
State Registrations7 states
FLMNNJNYSCTNVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.