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Max Benjamin Haspel

BLUE WATER ADVISORS LLC·BABYLON, New York
SIE, Series 7, Series 63, Series 65Clean record24 years registeredBLUE WATER ADVISORS LLC
133 EAST MAIN STREET, BABYLON, NY 11702CRD# 2813486Firm CRD# 171506

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Max Benjamin Haspel · BABYLON, NY
Registration
CRD #2813486 · BLUE WATER ADVISORS LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

FOCUS PARTNERS WEALTH, LLC
Jan 2018 – present
BLUE WATER ADVISORS
Oct 2014 – Dec 2017
BABYLON, NY
AXA ADVISORS, LLC
Jul 2002 – Nov 2014
BABYLON, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · July 2, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BLUE WATER ADVISORS LLC
CRD 171506 · SEC 801-80172
AUM
$385M
Regulatory assets under management
Employees
7
664 client accounts
Services offered by BLUE WATER ADVISORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at BLUE WATER ADVISORS LLC →
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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.
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