Andrew, Hayek
Bluestone Wealth Partners / LPL Financial
162 Wetherby LaneWesterville, OH 43081
6143927497
About Bluestone Wealth Partners / LPL Financial
Bluestone Wealth Partners is dedicated to helping people accumulate wealth and preserve it. We are committed to listening to our clients, understanding their current situation and learning about their goals for the future. We help bring to their attention ideas and solutions befitting their needs, and importantly guide them to take action towards a more secure future for their families and their legacy.
Our clientele consists of professionals and retirees who do not have the time, desire or expertise to manage their personal financial planning as professionally as they manage their own careers or businesses. Many of our clients have competent existing advisors, such as attorneys and accountants, who provide them with a certain level of professional estate or investment planning.
See Disclosures
General Information
Firm Start Year
2016
CRD#
4390780
Firm CRD#
6413
Years of Experience in Financial Services
24
Number of Years with Current Firm
1
Advisory Services Provided
Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, 401K Rollovers, Investment Advice & Management, Insurance Products & Annuities, Portfolio Management, Retirement Planning
Compliance
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Firm Information
Advisor's Number of Clients
87
Advisor's Number of Managed Clients
55
Advisor's Number of Planning Clients
50
Assets Managed by Advisor
$72,000,000
Education
Bachelor of Science -
Penn State Univeristy
01/1992 -05/1993
MBA - Business Administration
Case Western Reserve University
08/1997 -05/1999
Disclosures
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures
Disclaimer
Securities offered through LPL Financial, Member FINRA & SIPC.. Registered representatives of LPL offer brokerage products and services using the trade name Bluestone Wealth Partners. Advisors with the Agriesti Team offer advisory services through Gladstone Institutional Advisory, doing business as Bluestone Wealth Advisors. LPL Financial is a separate Entity from Gladstone Institutional, Bluestone Wealth Partners, and Bluestone Wealth Advisors.