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MA

Merlin Arbor

Investment Adviser Representative at BLUE WATER WEALTH

Portland, ORCRD #6464566Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
States Registered
3 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Merlin Arbor has worked in the securities industry since 2017. They have passed the Series 65 and 7 examinations. They are registered to provide investment advisory services in Oregon, Texas, and Washington.

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
OregonTexasWashington
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 6/4/2019
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 8/9/2017

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Up to $500,0001.50%
$500,001 - $1,000,0001.25%
$1,000,001 - $3,000,0001.00%
$3,000,001 - $10,000,0000.75%
$10,000,001 and greater0.50%
Account minimum: $5,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

BLUE Water Wealth Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BLUE WATER WEALTHCurrent
6/4/2019Portland, OR
CAMBRIDGE INVESTMENT RESEARCH, INC.
8/9/20176/10/2019Portland, OR

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at BLUE WATER WEALTH

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View BLUE WATER WEALTH firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Merlin Arbor has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Merlin Arbor - Financial Advisor in Portland, OR | AdvisorFinder