Hal Schweiger, financial advisor San Diego CA

Hal Schweiger

CRD Number: 4547084
Current Firm: Bluewater Wealth Management, LLC
Compensation Model: Fee Only
Hal Schweiger (CRD# 4547084) is an Investment Advisor Representative working at Blue Water Capital Management, LLC in San Diego, CA and has over 13 years of experience in the finance industry. Hal Schweiger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
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Professional Designations
Company Name Location Dates Years
Blue Water Wealth Management, LLC San Diego, CA Jul 2021 - Current 2
Blue Water Capital Management, LLC San Diego, CA Sep 2008 - Jul 2021 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
Contact Info for Hal R. Schweiger
Phone Number: 858-382-5599
Advisor Website: sandiegofeeonly.com
Registered State(s):
  • CA
Current Firm Details
Bluewater Wealth Management, LLC
Firm's CRD Number: 314725
By the Numbers
  • Total Assets Under Management
    26
    MILLIONS
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $534,735
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

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