Andrew Cosgrove has been Principal and Chief Compliance Officer of Bluestone Financial Advisors since April 2008, is not listed as a control person, but directly owns 75% or more of the firm.
Bluestone Financial Advisors, LLC is a Bethesda, MD firm with $207M under management, 50 clients and 2 advisers across 3 offices, as of its February 2026 filing.
Andrew Cosgrove is principal personal CFO of Bluestone Financial Advisors. For more than 16 years he has served as personal CFO to a suite of entrepreneurs. He has more than 30 years of collective experience in various parts of the financial world, including private equity, corporate lending, insurance and traditional investing.
Andrew Cosgrove’s longest registration is the current one, 18 years at Bluestone Financial Advisors since 2008. Before joining Bluestone Financial Advisors in 2008, Andrew Cosgrove was registered through H. Beck, Inc.
- – present · 18 yearsLocust Valley, NY · Adviser representative · Firm CRD 146946
- H. Beck, Inc.– · 1 yearBethesda, MD · Adviser representative · Firm CRD 1763
Professional designations
Listed by Bluestone Financial Advisors
- CFA
Investment adviser representative registrations
Andrew Cosgrove is registered as an investment adviser representative in 2 states. The first approvals date from August 2008; the most recent is New York, in October 2023.
- MarylandSince 22 August 2008
- New YorkSince 16 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 10 September 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 August 2007 |
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Andrew Scott Cosgrove
- CRD
- 5348395
- Firm
- Bluestone Financial Advisors · CRD 146946
- Role
- Principal and Chief Compliance Officer
- Office
- Locust Valley, NY
- Registration
- Investment adviser registration
- In the industry since
- August 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bfa-llc.com
Where does Andrew Cosgrove work?
Andrew Cosgrove has been Principal and Chief Compliance Officer of Bluestone Financial Advisors, LLC since April 2008.
Is Andrew Cosgrove a financial advisor?
Yes. Andrew Cosgrove has a current investment-adviser registration in Maryland and New York, through Bluestone Financial Advisors since July 2008.
How many years of experience does Andrew Cosgrove have?
Andrew Cosgrove has 19 years in the financial industry, since August 2007, across 2 adviser firms.
What exams has Andrew Cosgrove passed?
Andrew Cosgrove has passed 2 licensing exams: the Series 63 and Series 7. The earliest, the Series 63, was passed in August 2007.
Where is Andrew Cosgrove based?
Andrew Cosgrove’s registered office is in Locust Valley, NY.
Is Andrew Cosgrove registered with FINRA?
No. Andrew Cosgrove has no current broker registration.
Is Andrew Cosgrove a CFA charterholder?
Bluestone Financial Advisors lists Andrew Cosgrove with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Andrew Cosgrove’s record?
Search CRD 5348395 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Cosgrove’s full registration record.