Blue Marlin Advisors, LLC

Blue Marlin Advisors, LLC (CRD# 305906) is a financial advisory firm headquartered in West Palm Beach, FL. They manage $1,814,000 in 13 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
2054 Vista Parkway, Ste 400, West Palm Beach, FL 33411
https://bluemarlinadvisor.com/
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $139,538
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, FL, NM, TX

Financial Advisors at Blue Marlin Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brian Terry, financial advisor Winter Park FL
Brian D. Terry
CRD#: 4046558
Winter Park, FL

Brian Terry (CRD# 4046558) is an Investment Advisor Representative working at Blue Marlin Advisors, LLC in Winter Park, FL and has over 24 years of experience in the finance industry.

2
Serge Berger, financial advisor Zurich
Serge Berger
CRD#: 7183772
Zurich,

Serge Berger (CRD# 7183772) is an Investment Advisor Representative working at Blue Marlin Advisors, LLC in Zurich, and has over 2 years of experience in the finance industry.

3
Silas Peters, financial advisor West Palm Beach FL
Silas L. Peters
CRD#: 6105723
2054 Vista Parkway, Ste 400, West Palm Beach, FL 33411

Silas Peters (CRD# 6105723) is an Investment Advisor Representative working at Blue Marlin Advisors, LLC in West Palm Beach, FL and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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