Unclaimed Profile

Andrew Scott Cosgrove

BLUESTONE FINANCIAL ADVISORS, LLC·BETHESDA, Maryland

Series 7, Series 63Clean record19 years registeredBLUESTONE FINANCIAL ADVISORS, LLC

7910 WOODMONT AVENUE, BETHESDA, MD 20814CRD# 5348395Firm CRD# 146946

Profile Verification

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

Identity

Andrew Scott Cosgrove · BETHESDA, MD

Registration

CRD #5348395 · BLUESTONE FINANCIAL ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

BLUESTONE® FINANCIAL ADVISORS, LLC

Jul 2008 – present

H. BECK, INC.

Aug 2007 – Sep 2008

BETHESDA, MD

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · August 13, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLUESTONE FINANCIAL ADVISORS, LLC

CRD 146946 · SEC 801-124948

AUM

$146M

Regulatory assets under management

Employees

121 client accounts

Services offered by BLUESTONE FINANCIAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BLUESTONE FINANCIAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew Scott Cosgrove offer?

Andrew Scott Cosgrove specializes in Financial Planning, Investment Management. Contact their office in BETHESDA, Maryland for a consultation.

What are Andrew Scott Cosgrove's credentials?

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

Where is Andrew Scott Cosgrove located?

Andrew Scott Cosgrove is based in BETHESDA, Maryland, working with BLUESTONE FINANCIAL ADVISORS, LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.

How does Andrew Scott Cosgrove charge for services?

Andrew Scott Cosgrove's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLUESTONE FINANCIAL ADVISORS, LLC?

BLUESTONE FINANCIAL ADVISORS, LLC has approximately 3 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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