Theodore Michael Terzian
Investment adviser representative at Blue Water Asset Management
15 yearsExperience
1 stateRegistered in
$428.5MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Silver Oak Securities, Inc.Jan 2022 to now
- Blue Water Asset ManagementJun 2015 to now
- LPL Financial LLCFeb 2018 to Jan 2021
- Invest Financial CorporationMar 2011 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (MI).
Blue Water Asset Management
Legal name: Blue Water Asset Management, LLC
$428.5MAssets managed
940Clients
7Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2208785
- Firm CRD
- 175362