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Elizabeth Johnson Catlin

Bluestone Wealth Management LLC

Keene, NH

CRD 5055860

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Employer firm

Bluestone Wealth Management LLC CRD 137959

$273M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Bluestone Wealth Management Llc

67 Winter Street, Keene, NH 03431 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2006-01-12
  • NH RA
    APPROVED
    Since 2006-01-12

Branch Locations

67 Winter Street, Keene, NH 03431 • 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
Bluestone Wealth Management Llc Keene NH 10/2005 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-08-24
  • S65 Uniform Investment Adviser Law Examination
    2005-08-24
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

OSAIC WEALTH, INC.
EDWARD JONES
LPL FINANCIAL LLC

Nearby Investors

TIMOTHY DAVID DOLL
Ely Thayer
Scot A Ward

Nearby Offices

OSAIC WEALTH, INC. · KEENE, NH
EDWARD JONES · keene, NH
EDWARD JONES · KEENE, NH

More in Keene, NH

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