BLUE WATER CAPITAL MANAGEMENT, LLC

SYRACUSE, New York·6 registered advisors·CRD# 143414
SEC# 801-677180315-438-8690
01

Firm Overview

AUM
$150M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at BLUE WATER CAPITAL MANAGEMENT, LLC

6 registered advisors
John Andrew Paganelli
SYRACUSE, New York
John Scott Lombardo
SYRACUSE, New York
Peter Ellsworth Gifford
SYRACUSE, New York
Robert Bruce Bachman
SYRACUSE, New York
Stephen Dean Swift
SYRACUSE, New York
Thomas Brown
SYRACUSE, New York
05

Office Locations

SYRACUSE, New York
6 advisors

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Data sourced from SEC Form ADV filings. BLUE WATER CAPITAL MANAGEMENT, LLC (CRD# 143414) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.