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Alan P Qureshi

BLUE WATER FINANCIAL TECHNOLOGIES LLC·DEEPHAVEN, Minnesota
BLUE WATER FINANCIAL TECHNOLOGIES LLC
18258 MINNETONKA BOULEVARD, DEEPHAVEN, MN 55391CRD# 4947164Firm CRD# 299471

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alan P Qureshi · DEEPHAVEN, MN
Registration
CRD #4947164 · BLUE WATER FINANCIAL TECHNOLOGIES LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Alan P Qureshi is a registered financial advisor based in DEEPHAVEN, Minnesota, affiliated with BLUE WATER FINANCIAL TECHNOLOGIES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

Introduction

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03

Firm Overview

Firm
BLUE WATER FINANCIAL TECHNOLOGIES LLC
BLUE WATER FINANCIAL TECHNOLOGIES LLC
AUM
$6.6B
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at BLUE WATER FINANCIAL TECHNOLOGIES LLC →
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4947164
Firm CRD# 299471
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alan P Qureshi offer?
Alan P Qureshi specializes in Wealth Management. Contact their office in DEEPHAVEN, Minnesota for a consultation.
What are Alan P Qureshi's credentials?
Alan P Qureshi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan P Qureshi located?
Alan P Qureshi is based in DEEPHAVEN, Minnesota, working with BLUE WATER FINANCIAL TECHNOLOGIES LLC. Their office serves clients in the DEEPHAVEN metropolitan area and surrounding communities.
How does Alan P Qureshi charge for services?
Alan P Qureshi's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUE WATER FINANCIAL TECHNOLOGIES LLC?
BLUE WATER FINANCIAL TECHNOLOGIES LLC has approximately 7 employees and manages $6.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BLUE WATER FINANCIAL TECHNOLOGIES LLC

Ellen Qureshi
DEEPHAVEN, MN

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