Ryan Alexander Beckwith
Investment adviser representative at Bluestone� Financial Advisors, LLC
11 yearsExperience
1 stateRegistered in
$207.3MFirm assets
4 yearsFirm in business
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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
11 years in the industry.
- Bluestone� Financial Advisors, LLCSep 2022 to now
- Gp Strategies CorporationJul 2019 to Aug 2022
- Waddell & ReedFeb 2018 to May 2019
- Susquehanna UniversityAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7006127
- Firm CRD
- 146946