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RIA / WealthAdvisor22 years in industry

JEFFREY NEIL BLUESTEIN

Advisor at CORIENT

New York, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3cbab9bf-5582-957d-5e42-40bf2d6dfd86

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Nov 18, 2010 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Jeffrey Neil Bluestein

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CORIENT
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 3
Exams: S65
First exam: Nov 15, 2010
First registration: Nov 18, 2010
Dual registered: no
IAPD individual key: 4116633

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Corient	Independent wealth	Dec 2, 2022	n/a	yes	New York, NY	Current employment
R.H. BLUESTEIN & CO LLC	Former SEC adviser	Nov 18, 2010	Jul 3, 2023	no	BIRMINGHAM, MI\|New York, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
R.H. BLUESTEIN & CO LLC	Corient	Jul 3, 2023	Dec 2, 2022	-213	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
106229:319448:NY:2023-07-03	Jul 3, 2023	Dec 2, 2022	NEW YORK, NY	Firm change after gap

Relationships

Registered with (2)

→ CORIENTRegistered adviserregistration: current employment
Dec 2, 2022 to presentfactForm ADV
→ R.H. BLUESTEIN & CO LLCRegistered adviserregistration: previous registration
Nov 18, 2010 to Jul 3, 2023factForm ADV

Dated events

Occurred
Jul 3, 2023
Advisor changed firm
Jeffrey Neil Bluestein left R.H. Bluestein & Co Llc for Corient (registered 2022-12-02)
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3cbab9bf-5582-957d-5e42-40bf2d6dfd86
First observed: Nov 18, 2010
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JEFFREY NEIL BLUESTEIN

Advisor at CORIENT

New York, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3cbab9bf-5582-957d-5e42-40bf2d6dfd86

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:25 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Corient

Independent wealth

Dec 2, 2022

n/a

yes

New York, NY

Current employment

R.H. BLUESTEIN & CO LLC

Former SEC adviser

Nov 18, 2010

Jul 3, 2023

BIRMINGHAM, MI|New York, NY

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

R.H. BLUESTEIN & CO LLC

Corient

Jul 3, 2023

Dec 2, 2022

-213

Firm change after gap

Other

Team

Left

Joined

From

Kind

106229:319448:NY:2023-07-03

Jul 3, 2023

Dec 2, 2022

NEW YORK, NY

Firm change after gap