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BLUEVINE ADVISORY LLC

JERSEY CITY, NJ · CRD 326599 · IAPD ↗ · bluevine.com · 1-800-216-9619

$8.9MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
32States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
July 2026 — BLUEVINE ADVISORY LLC notice-filed in AZ, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.