Andrew Seth Bluestone

Employer firm

Ameritas Advisory Services, LLC CRD 317245

$13.7B regulatory AUM 1,086 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2008 → Present
  Ameritas Investment Corp
  Lincoln, NE
• 03/2008 → Present
  Ameritas Life Insurance
  Lincoln, NE
• 12/2009 → Present
  Ameritas Life Insurance Corp Of New York
  New York, NY
• 01/1982 → Present
  Selective Benefit Group
  Palm Beach Gardens, FL
• 01/1996 → Present
  Sapphire Financial
  Palm Beach Gardens, FL
• 10/2019 → Present
  Strategic Alliance Partners, Llc
  Palm Beach Gardens, FL
• 11/2021 → Present
  Ameritas Advisory Services, Llc
  Lincoln, NE

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS * APPROVED TO OFFER LIFE SETTLEMENTS ON FIXED INSURANCE PRODUCTS * SELECTIVE BENEFIT GROUP; SAME AS BRANCH; INV REL; INSURANCE AND FINANCIAL PLANNING; MANAGING PARTNER; START DATE=01/1982; HRS/MO=220; TRADING HRS/MO=160; INSURANCE AND FINANCIAL PLANNING * BOOKS AND NETWORKING SEMINAR SERIES-BLUESTONE+KILLION; SAME AS BRANCH; NON-INV REL; EDUCATE EXISTING AND PROSPECTIVE BUSINESS RELATIONSHIP ON THE POWER OF NETWORKING FOR THEIR OWN BENEFITS BOTH PERSONALLY AND BUSINESS-RELATED, FORMAT OF DELIVERY IS ONE-ON-ONE COACHING, SEMINARS AND WORKSHOPS, AUTHOR-HARNESSING THE POWER OF RELATIONSHIPS, CREATIVE THINKING HANDBOOK, BUSINESS DEVELOPMENT HANDBOOK; TEACHER/INSTRUCTOR/AUTHOR; START DATE=5/2012; HRS/MO=10; TRADING HRS/MO=5; TEACHER, INSTRUCTOR, COACH * SAPPHIRE FINANCIAL; SAME AS BRANCH; INV REL; AIC COMMISSION HOLDING COMPANY; OWNER, EXECUTIVE; START DATE=01/1996; HRS/MO=120; TRADING HRS/MO=120; OWNER/EXECUTIVE, AIC EARNED OVERRIDE INCOME FROM AIC PRODUCTS GETS DEPOSITED TO THE SAPPHIRE FINANCIAL CHECKING ACCOUNT * ANDREW BLUESTONE; SAME AS RESIDENCE; NON-INV REL; EXPERT WITNESS AND CONSULTING ADVISORY SERVICES; OWNER/SOLE PROPRIETOR; START DATE=09/2016; HRS/MO=12; TRADING HRS/MO=3; PROVIDE CONSULTING FOR RETIREMENT PLANNING, RELATED FEES IN PLAN, THRID PARTY TRANSACTIONS/FEES AND UNDERLYING SECURITIES. MAY INCLUDE ARBITRATION/MEDIATION OF DISPUTES * STRATEGIC ALLIANCE PARTNERS LLC; 750 ROUTE 34 MATAWAN NJ 07747; INV REL; INSURANCE ANNUITY AND B/D GENERAL AGENCY; PARTNER; START DATE=10/2019; HRS/MO=12; TRADING HRS/MO=10;GENERAL AGENT DUTIES * ACR HIF; same as branch; non-inv rel; marketing activities to promote ACR Health Insurance Fund to municipalities in New Jersey; Marketing; start date=01/2025; hrs/mo=10; trading hrs/mo=2; marketing activity to promote the ACR Health Insurance Fund to municipalities in New Jersey

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-10-13

Designations

• Certified Financial Planner

Other Names

• Andy Bluestone