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Ryan Alexander Beckwith

Investment Adviser Representative at Bluestone® Financial Advisors, LLC

Baltimore, MDCRD #7006127Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Ryan Alexander Beckwith is an investment adviser representative with Bluestone® Financial Advisors, LLC in Baltimore, MD, where they have been registered since 2022, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Maryland.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Maryland

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/21/2022

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Bluestone® Financial Advisors, LLCCurrent
11/21/2022 – Baltimore, MD

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Susquehanna University
    Aug 2015 – May 2019Selinsgrove, PA
  2. Waddell & REED
    Feb 2018 – May 2019Selinsgrove, PA
  3. GP Strategies Corporation
    Jul 2019 – Aug 2022Columbia, MD
  4. Bluestone Financial Advisors, LLC
    Sep 2022 – no end date reportedBethesda, MD

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Bluestone® Financial Advisors, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Strategy supporting business and personal legacy, capital allocation inside and outside the business, risk management, and financial reporting. Services are offered on a fixed fee basis with no other compensation.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and Institutions
Firm areas of expertise
Personal CFOEntrepreneur FinanceCapital AllocationRisk ManagementFinancial ReportingFixed Fee AdvisoryPrivate EquityBusiness And Personal FinanceWealth Management

Client types the firm serves

High Net WorthCharitable OrganizationsCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
2
Offices listed on AdvisorFinder:
1
Main office:
Bethesda, MD
SEC file number:
801-124948

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of February 13, 2026

View full firm profile

Other advisors at Bluestone® Financial Advisors, LLC

1 other advisor in the directory

View Bluestone® Financial Advisors, LLC firm profile

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Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ryan Alexander Beckwith has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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