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Jeffrey Neil Bluestein

R.H. BLUESTEIN & CO LLC·BIRMINGHAM, Michigan
Series 65Clean record15 years registeredR.H. BLUESTEIN & CO LLC
260 EAST BROWN STREET, BIRMINGHAM, MI 48009-6230CRD# 4116633Firm CRD# 106229

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Neil Bluestein · BIRMINGHAM, MI
Registration
CRD #4116633 · R.H. BLUESTEIN & CO LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

CORIENT
Dec 2022 – present
R.H. BLUESTEIN & CO LLC
Nov 2010 – Jul 2023
New York, NY
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · November 18, 2010
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
R.H. BLUESTEIN & CO LLC
CRD 106229 · SEC 801-37951
AUM
$224M
Regulatory assets under management
Employees
23
4 client accounts
Services offered by R.H. BLUESTEIN & CO LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at R.H. BLUESTEIN & CO LLC →
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05

Frequently Asked Questions

What services does Jeffrey Neil Bluestein offer?
Jeffrey Neil Bluestein specializes in Retirement Planning, Fee-Only Advisory. Contact their office in BIRMINGHAM, Michigan for a consultation.
What are Jeffrey Neil Bluestein's credentials?
Jeffrey Neil Bluestein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Neil Bluestein located?
Jeffrey Neil Bluestein is based in BIRMINGHAM, Michigan, working with R.H. BLUESTEIN & CO LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Jeffrey Neil Bluestein charge for services?
Jeffrey Neil Bluestein's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is R.H. BLUESTEIN & CO LLC?
R.H. BLUESTEIN & CO LLC has approximately 23 employees and manages $224M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at R.H. BLUESTEIN & CO LLC

Robert Harry Bluestein
BIRMINGHAM, MI
Kenneth Arthur Smith
BIRMINGHAM, MI

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