Unclaimed Profile

Samuel Harris

BLUEWATER WEALTH ADVISORS, LLC·VESTAVIA HILLS, Alabama

Series 65Clean record2 years registeredBLUEWATER 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 · 2 years registered

Brand Profile

Not yet started

Career History

BLUEWATER WEALTH ADVISORS, LLC

Mar 2024 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 28, 2024

Years registered · 2

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLUEWATER WEALTH ADVISORS, LLC

CRD 330078 · SEC 801-129724

AUM

$102M

Regulatory assets under management

Employees

69 client accounts

Services offered by BLUEWATER WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BLUEWATER WEALTH ADVISORS, LLC →

Introduction

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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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