AdvisorOS Directory
Claim Profile
MH

Max Benjamin Haspel

BLUE WATER ADVISORS LLC·BABYLON, New York
Unclaimed Profile
133 EAST MAIN STREET, BABYLON, NY 11702CRD# 2813486Firm CRD# 171506
01

About

Max Benjamin Haspel is a registered financial advisor based in BABYLON, New York, affiliated with BLUE WATER ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BLUE WATER ADVISORS LLC
BLUE WATER ADVISORS
AUM
$385M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at BLUE WATER ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2813486
Firm CRD# 171506
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BABYLON?

Browse all registered financial advisors in BABYLON, New York or claim this profile if it's yours.

Browse BABYLON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Max Benjamin Haspel offer?
Max Benjamin Haspel specializes in Financial Planning, Investment Management. Contact their office in BABYLON, New York for a consultation.
What are Max Benjamin Haspel's credentials?
Max Benjamin Haspel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Max Benjamin Haspel located?
Max Benjamin Haspel is based in BABYLON, New York, working with BLUE WATER ADVISORS LLC. Their office serves clients in the BABYLON metropolitan area and surrounding communities.
How does Max Benjamin Haspel charge for services?
Max Benjamin Haspel'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 BLUE WATER ADVISORS LLC?
BLUE WATER ADVISORS LLC has approximately 7 employees and manages $385M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BABYLON
Molly Ryanne Breen — QUANTITATIVE SYSTEMATIC STRATEGIES LLCPaul Alotta — LANDAU ARNOLD LAUFER WEALTH MANAGEMENT, LLCAndrew Laufer — LAUFER WEALTH MANAGEMENT, LLCRomeo Antonio Bertolini — LAUFER WEALTH MANAGEMENT, LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile