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Principal and Chief Compliance Officer · Bluestone® Financial Advisors, LLC

Andrew S. Cosgrove

CRD 5348395 · Named on Form ADV at one SEC-registered adviser

At a glance

Bluestone® Financial Advisors, LLC, an SEC-registered wealth manager based in Bethesda, MD with $207 million in regulatory assets, lists Andrew S. Cosgrove on its Form ADV as Principal and Chief Compliance Officer.

Firms and roles

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Andrew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.