AdvisorOS Directory
Claim Profile
Unclaimed Profile
AB

Alan Michael Bluestine

ROCKVIEW MANAGEMENT, LLC·STAMFORD, Connecticut
Series 7, Series 27, Series 63Clean recordROCKVIEW MANAGEMENT, LLC
4 STAMFORD PLAZA - 107 ELM STREET, STAMFORD, CT 06902CRD# 2256171Firm CRD# 161392

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alan Michael Bluestine · STAMFORD, CT
Registration
CRD #2256171 · ROCKVIEW MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 7
Series 27
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ROCKVIEW MANAGEMENT, LLC
CRD 161392 · SEC 801-73761
AUM
$126M
Regulatory assets under management
Employees
4
7 client accounts
Services offered by ROCKVIEW MANAGEMENT, LLC
Per Form ADV
Portfolio management (pooled investments)
Pension consulting
Client types served by the firm
Per Form ADV
Institutional Investors
Pension & Retirement Plans
View all advisors at ROCKVIEW MANAGEMENT, LLC →
Introduction

Speak with Alan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Alan is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in STAMFORD?

Browse all registered financial advisors in STAMFORD, Connecticut or claim this profile if it's yours.

Browse STAMFORD AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Alan Michael Bluestine offer?
Alan Michael Bluestine specializes in Investment Management, Retirement Planning. Contact their office in STAMFORD, Connecticut for a consultation.
What are Alan Michael Bluestine's credentials?
Alan Michael Bluestine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Michael Bluestine located?
Alan Michael Bluestine is based in STAMFORD, Connecticut, working with ROCKVIEW MANAGEMENT, LLC. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Alan Michael Bluestine charge for services?
Alan Michael Bluestine'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 ROCKVIEW MANAGEMENT, LLC?
ROCKVIEW MANAGEMENT, LLC has approximately 4 employees and manages $126M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in STAMFORD, Connecticut

Timothy Owen Mcmullan
TJT CAPITAL GROUP, LLC·STAMFORD, CT
Hugh Michael Ross
GRAYSCALE ADVISORS, LLC·STAMFORD, CT
Richard Lewis Hollmann
NEWEDGE WEALTH, LLC·STAMFORD, CT
Legrand Snowden Redfield
ASSET MANAGEMENT GROUP, INC.·STAMFORD, CT
CFP
Jerry Michael Meyer
FRONTFOUR CAPITAL GROUP LLC·STAMFORD, CT
Daniel Platt Tredwell
HEARTLAND INDUSTRIAL GROUP, LLC·STAMFORD, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
GREENWICH (197)WESTPORT (100)HARTFORD (90)WEST HARTFORD (82)WILTON (50)DARIEN (48)GLASTONBURY (40)FAIRFIELD (36)NORWALK (35)FARMINGTON (30)
City Guides
GREENWICH GuideWESTPORT GuideHARTFORD GuideWEST HARTFORD GuideWILTON Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Request removal of this profile