Bluestone Growth Partners LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
—
Advisory reps
2
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 a limited liability company that registered with the SEC in 2014. The firm’s ownership is recorded as a combination of a domestic entity and an individual. FINTRX classifies the adviser as “Unclassified” and the firm is not identified as a capital allocator, multi-state adviser, pension consultant, related adviser, or an active ESG investor. The database includes no descriptions of the firm’s client segments, fee schedules, business lines, or advisory activities, which limits ability to profile its target clients or service model from public data.

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

2 of 2
  • Richard Amsberry

    Richard Amsberry

    FinOpCRD 2917504

  • Robert Marietta

    Robert Marietta

    Managing DirectorCRD 1727029

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth