Samuel Harris has been Founder & Managing Partner of Bluewater Wealth Advisors since February 2024, is a control person of the firm and directly owns under 5% of it. Samuel Harris holds a Bachelor of Science in Finance from Auburn University.
Bluewater Wealth Advisors, LLC is a Vestavia Hills, AL firm with $146M under management, 27 clients and 3 advisers across 4 offices, as of its March 2026 filing.
Sam Harris II is Founder & Managing Partner of Bluewater Wealth Advisors. He oversees the firm's investments and operations, including monitoring its portfolio and its accounting and reporting. Before founding Bluewater, he served as Portfolio Manager at Oakworth Capital Bank for nearly four years, where he sat on the Investment Committee and implemented the firm's portfolio management system.
- – present · 2 yearsVestavia Hills, AL · Adviser representative · Firm CRD 330078
Investment adviser representative registrations
Samuel Harris is registered as an investment adviser representative in Alabama, since March 2024.
- AlabamaSince 28 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 February 2024 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7872754
- Firm
- Bluewater Wealth Advisors · CRD 330078
- Role
- Founder & Managing Partner
- Office
- 4553 PINE TREE CIRCLE, SUITE 220, Vestavia Hills, AL 35243
- Registration
- Investment adviser registration
- In the industry since
- March 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bluewaterwa.com
Where does Samuel Harris work?
Samuel Harris has been Founder & Managing Partner of Bluewater Wealth Advisors, LLC since February 2024, and is a control person of the firm.
Is Samuel Harris a financial advisor?
Yes. Samuel Harris has a current investment-adviser registration in Alabama, through Bluewater Wealth Advisors since March 2024.
How many years of experience does Samuel Harris have?
Samuel Harris has 2 years in the financial industry, since March 2024, across 1 adviser firm.
What exams has Samuel Harris passed?
Samuel Harris passed the Series 65 in February 2024.
Where is Samuel Harris based?
Samuel Harris’ registered office is in Vestavia Hills, AL.
Is Samuel Harris registered with FINRA?
No. Samuel Harris has no current broker registration.
How can I verify Samuel Harris’ record?
Search CRD 7872754 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Samuel Harris’ full registration record.
