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Sophie Bluestein

Mariner

Concord, NH

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Current Employers
Mariner

5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-03-23
  • NH RA
    APPROVED
    Since 2026-03-23

Branch Locations

15 N. Main St., Concord, NH 03301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mariner Overland Park KS 05/2023 03/2026
Mariner Overland Park KS 03/2026 Present
Private Employer Portsmouth RI 09/2021 05/2023
Insulet Corporation Acton MA 06/2022 08/2022
Adapt Campton NH 06/2019 08/2022
White Mountain Athletic Club Waterville Valley NH 05/2021 08/2021
Bdj's Plymouth NH 08/2018 06/2019
Owl's Nest Resort Thornton NH 06/2018 08/2018
Student Plymouth NH 03/2016 05/2023
  • 05/2023 → 03/2026
    Mariner
    Overland Park, KS
  • 03/2026 → Present
    Mariner
    Overland Park, KS
  • 09/2021 → 05/2023
    Private Employer
    Portsmouth, RI
  • 06/2022 → 08/2022
    Insulet Corporation
    Acton, MA
  • 06/2019 → 08/2022
    Adapt
    Campton, NH
  • 05/2021 → 08/2021
    White Mountain Athletic Club
    Waterville Valley, NH
  • 08/2018 → 06/2019
    Bdj's
    Plymouth, NH
  • 06/2018 → 08/2018
    Owl's Nest Resort
    Thornton, NH
  • 03/2016 → 05/2023
    Student
    Plymouth, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-25
  • S65 Uniform Investment Adviser Law Examination
    2026-02-25

View on SEC IAPD

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RBC CAPITAL MARKETS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
WHITEGATE INVESTMENT COUNSELORS, INC.

Other Investors

ADAM JOSEPH RUEDIG
WILLIAM DAVIS CHAPIN
PAUL BASIL MAKRIS
PATRICK J. HENNING
TIFFANY ROSE SNOW
MITCHELL HAYES
KATHERINE ROSE KIPPEN
Evan Basil Makris

Other Offices

UBS FINANCIAL SERVICES INC. · CONCORD, NH
FOCUS PARTNERS WEALTH, LLC · Concord, NH
EDWARD JONES · CONCORD, NH
MARINER · Concord, NH
BROOKSTONE CAPITAL MANAGEMENT LLC · Concord, NH
RBC CAPITAL MARKETS, LLC · CONCORD, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Concord, NH
CETERA INVESTMENT ADVISERS LLC · CONCORD, NH

More in Concord, NH

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