Unclaimed Profile

Samuel Harris

BLUEWATER WEALTH ADVISORS, LLC·VESTAVIA HILLS, Alabama

Clean recordBLUEWATER WEALTH ADVISORS, LLC

4553 PINE TREE CIRCLE, VESTAVIA HILLS, AL 35243CRD# 7872754Firm CRD# 330078

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Samuel Harris · VESTAVIA HILLS, AL

Registration

CRD #7872754 · BLUEWATER WEALTH ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Samuel Harris is a registered financial advisor based in VESTAVIA HILLS, Alabama, affiliated with BLUEWATER WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BLUEWATER WEALTH ADVISORS, LLC

AUM

$102M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BLUEWATER WEALTH ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 7872754

Firm CRD# 330078

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Frequently Asked Questions

What services does Samuel Harris offer?

Samuel Harris specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VESTAVIA HILLS, Alabama for a consultation.

What are Samuel Harris's credentials?

Samuel Harris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Samuel Harris located?

Samuel Harris is based in VESTAVIA HILLS, Alabama, working with BLUEWATER WEALTH ADVISORS, LLC. Their office serves clients in the VESTAVIA HILLS metropolitan area and surrounding communities.

How does Samuel Harris charge for services?

Samuel Harris's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLUEWATER WEALTH ADVISORS, LLC?

BLUEWATER WEALTH ADVISORS, LLC has approximately 3 employees and manages $102M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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