Theodore Michael Terzian Jr
Investment Adviser Representative at BLUE Water Asset Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Theodore Michael Terzian Jr. is an investment adviser representative with BLUE Water Asset Management in Lansing, MI, where they have been registered since 2015. They have worked in the securities industry since 1992 and have been registered with 4 firms, including LPL Financial LLC and Invest Financial Corporation. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Michigan.
Registrations & licenses
- Investment adviser:
- Michigan
- Broker:
10 states and territories
Alabama, California, Colorado, Florida, Illinois, Michigan, Nevada, North Carolina, Oregon, Tennessee
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Invest Financial CorporationMar 2011 – Feb 2018Lansing, MI
- BLUE Water Asset ManagementJun 2015 – no end date reportedLansing, MI
- LPL Financial LLCFeb 2018 – Jan 2021Lansing, MI
- Silver Oak Securities, Inc.Jan 2022 – no end date reportedLansing, MI
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About BLUE Water Asset Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.015
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Grand Rapids, MI
- SEC file number:
- 801-81153
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 3, 2026
View full firm profileOther advisors at BLUE Water Asset Management
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Theodore Michael Terzian Jr 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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