Investment adviser representative · Blue Water Asset Management
David M. Teroller
CRD 2039247 · Grand Rapids, MI
At a glance
David M. Teroller is an investment adviser representative with Blue Water Asset Management in Grand Rapids, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on David’s SEC record dates to 2012, about 13 years ago.
Current advisory firm
- Blue Water Asset ManagementSince March 2015Grand Rapids, MI · $428M in regulatory assets
SEC adviser record
- Registered since
- 2012 (13 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
David’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.