Andrew Scott Cosgrove
Investment adviser representative at Bluestone� Financial Advisors, LLC
19 yearsExperience
2 statesRegistered in
CFADesignation
$207.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Bluestone Life Insurance CompanyAug 2015 to now
- Bluestone� Financial Advisors, LLCAug 2007 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 2 states (MD, NY).
Bluestone� Financial Advisors, LLC
Legal name: Bluestone Financial Advisors, LLC
$207.3MAssets managed
50Clients
2Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5348395
- Firm CRD
- 146946