Unclaimed Profile

Scott Bluestein

HERCULES ADVISER LLC·SAN MATEO, California

Clean recordHERCULES ADVISER LLC

1 NORTH B STREET, SAN MATEO, CA 94401CRD# 6271867Firm CRD# 310662

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Scott Bluestein · SAN MATEO, CA

Registration

CRD #6271867 · HERCULES ADVISER LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Scott Bluestein is a registered financial advisor based in SAN MATEO, California, affiliated with HERCULES ADVISER LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

HERCULES ADVISER LLC

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at HERCULES ADVISER LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6271867

Firm CRD# 310662

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Scott Bluestein offer?

Scott Bluestein specializes in Retirement Planning. Contact their office in SAN MATEO, California for a consultation.

What are Scott Bluestein's credentials?

Scott Bluestein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Bluestein located?

Scott Bluestein is based in SAN MATEO, California, working with HERCULES ADVISER LLC. Their office serves clients in the SAN MATEO metropolitan area and surrounding communities.

How does Scott Bluestein charge for services?

Scott Bluestein's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HERCULES ADVISER LLC?

HERCULES ADVISER LLC has approximately 3 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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