Unclaimed Profile

Adam Peter Klein

BLUE SEA CAPITAL LLC·WEST PALM BEACH, Florida

Clean recordBLUE SEA CAPITAL LLC

222 LAKEVIEW AVENUE, WEST PALM BEACH, FL 33401-6150CRD# 6014071Firm CRD# 169023

Profile Verification

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

Identity

Adam Peter Klein · WEST PALM BEACH, FL

Registration

CRD #6014071 · BLUE SEA CAPITAL LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Adam Peter Klein is a registered financial advisor based in WEST PALM BEACH, Florida, affiliated with BLUE SEA CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

BLUE SEA CAPITAL LLC

AUM

$1.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BLUE SEA CAPITAL LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6014071

Firm CRD# 169023

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Adam Peter Klein offer?

Adam Peter Klein specializes in Retirement Planning. Contact their office in WEST PALM BEACH, Florida for a consultation.

What are Adam Peter Klein's credentials?

Adam Peter Klein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Peter Klein located?

Adam Peter Klein is based in WEST PALM BEACH, Florida, working with BLUE SEA CAPITAL LLC. Their office serves clients in the WEST PALM BEACH metropolitan area and surrounding communities.

How does Adam Peter Klein charge for services?

Adam Peter Klein's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BLUE SEA CAPITAL LLC?

BLUE SEA CAPITAL LLC has approximately 24 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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