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John Andrew Paganelli

BLUE WATER CAPITAL MANAGEMENT, LLC·SYRACUSE, New York
Clean recordBLUE WATER CAPITAL MANAGEMENT, LLC
507 PLUM ST., SYRACUSE, NY 13204CRD# 4742789Firm CRD# 143414

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Andrew Paganelli · SYRACUSE, NY
Registration
CRD #4742789 · BLUE WATER CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Andrew Paganelli is a registered financial advisor based in SYRACUSE, New York, affiliated with BLUE WATER CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
BLUE WATER CAPITAL MANAGEMENT, LLC
BLUE WATER CAPITAL MANAGEMENT, LLC
AUM
$150M
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4742789
Firm CRD# 143414
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Andrew Paganelli offer?
John Andrew Paganelli specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SYRACUSE, New York for a consultation.
What are John Andrew Paganelli's credentials?
John Andrew Paganelli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Andrew Paganelli located?
John Andrew Paganelli is based in SYRACUSE, New York, working with BLUE WATER CAPITAL MANAGEMENT, LLC. Their office serves clients in the SYRACUSE metropolitan area and surrounding communities.
How does John Andrew Paganelli charge for services?
John Andrew Paganelli's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUE WATER CAPITAL MANAGEMENT, LLC?
BLUE WATER CAPITAL MANAGEMENT, LLC has approximately 4 employees and manages $150M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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