Andrew Hayek

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About Andrew Hayek

Andrew joined Bluestone Wealth Partners / LPL Financial in August 2023. He brings 24 years of experience in the financial services industry. He has worked as a financial advisor with both Morgan Stanley and JP Morgan. In addition to working with investors he has also instructed other financial advisors on operating financial planning software. He obtained his Certified Financial Planner designation in 2008. Andrew's passion is working with individuals and couples planning for retirement and creating distribution strategies that will not only last their lifetime, but also allow them to leave a legacy for future generations.

Andrew is a graduate of Penn State University with a Bachelor of Science and Case Western University where he was awarded a Masters of Business Administration as well as the Heart and Soul Award.

When not at work, Andrew enjoys time with his family. He has served as a volunteer coach in the Dublin Soccer League and is an active member of St Brigid of Kildare. Andrew has a great interest in working with youth to enable them to understand responsible money management and to that end has given presentations to middle school students. His interests include cycling and all things outdoors and his favorite family vacation destinations are Orlando, FL and Cape May, NJ.

See Disclosures

General Information

Firm Start Year

2016

CRD#

4390780

Firm CRD#

6413

Years of Experience in Financial Services

Number of Years with Current Firm

Advisory Services Provided

Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, 401K Rollovers, Investment Advice & Management, Insurance Products & Annuities, Portfolio Management, Retirement Planning

Compliance

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$72,000,000

Education

Bachelor of Science -

Penn State Univeristy
01/1992 -05/1993

MBA - Business Administration

Case Western Reserve University
08/1997 -05/1999

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities offered through LPL Financial, Member FINRA & SIPC.. Registered representatives of LPL offer brokerage products and services using the trade name Bluestone Wealth Partners. Advisors with the Agriesti Team offer advisory services through Gladstone Institutional Advisory, doing business as Bluestone Wealth Advisors. LPL Financial is a separate Entity from Gladstone Institutional, Bluestone Wealth Partners, and Bluestone Wealth Advisors.

Paladin Advisors

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Paladin Research Report For:

Bluestone Wealth Partners / LPL Financial