Unclaimed Profile

John Andrew Paganelli

BLUE WATER CAPITAL MANAGEMENT, LLC·SYRACUSE, New York

Clean record5 years registeredBLUE 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 · 5 years registered

Brand Profile

Not yet started

Career History

PERIGON WEALTH MANAGEMENT, LLC

Jan 2024 – present

BLUE WATER CAPITAL MANAGEMENT, LLC

May 2021 – Mar 2024

SYRACUSE, NY

Registrations & Exams

Registration record

First registered · May 25, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLUE WATER CAPITAL MANAGEMENT, LLC

CRD 143414 · SEC 801-67718

AUM

$150M

Regulatory assets under management

Employees

642 client accounts

Services offered by BLUE WATER CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BLUE WATER CAPITAL MANAGEMENT, LLC →

Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SYRACUSE?

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

Browse SYRACUSE Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →