Celia M. Mueller

Some features on this profile are disabled

CRD#: 2656345

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Celia Miller Mueller, who also goes by Celia May Miller, Celia May Mueller, Celia Miller Mueller, was a registered financial professional .

Celia is a previously registered financial professional and started their career in finance in 1995. Celia had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Celia May Miller | Celia May Mueller | Celia Miller Mueller

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

September 1, 2020 - September 1, 2021

BLUE WATER WEALTH

RIA

CRD#: 164432

PORTLAND, OR

Past

October 30, 2015 - September 1, 2020

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

HAPPY VALLEY, OR

Past

October 30, 2015 - September 1, 2020

ARBOR POINT ADVISORS

RIA

CRD#: 165127

HAPPY VALLEY, OR

Past

October 23, 2015 - September 1, 2020

SECURITIES AMERICA, INC.

CRD#: 10205

HAPPY VALLEY, OR

Past

October 29, 2004 - October 29, 2015

FINANCIAL WEST GROUP

RIA

CRD#: 16668

HAPPY VALLEY, OR

Past

October 26, 2004 - October 29, 2015

FINANCIAL WEST GROUP

CRD#: 16668

HAPPY VALLEY, OR

Past

April 24, 2002 - October 27, 2004

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA

CRD#: 15708

WEST LINN, OR

Past

October 16, 1995 - October 27, 2004

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CRD#: 15708

BIRMINGHAM, AL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BLUE WATER WEALTH

BLUE WATER | BWW | BLUE WATER WEALTH, INC. | BLUE WATER WEALTH

CRD#: 164432 / SEC#: 801-112810

RIA

Registered Investment Advisory firm - (4/6/2018 Approved)

California

Registered Investment Advisory firm - (5/10/2018 Terminated)

Texas

Registered Investment Advisory firm - (4/10/2018 Terminated)

Washington

Registered Investment Advisory firm - (4/18/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/13/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/28/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/29/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/13/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BLUE WATER WEALTH

BLUE WATER | BWW | BLUE WATER WEALTH, INC. | BLUE WATER WEALTH

CRD#: 164432 / SEC#: 801-112810

RIA

Registered Investment Advisory firm - (4/6/2018 Approved)

California

Registered Investment Advisory firm - (5/10/2018 Terminated)

Texas

Registered Investment Advisory firm - (4/10/2018 Terminated)

Washington

Registered Investment Advisory firm - (4/18/2018 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

500 Sw 116th Avenue, Portland, OR 97225

Mailing Address

Phone number

(503) 296-8700

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A FIRM BROCHURE (9/26/2025)

Regulatory assets under management

Total Number of Accounts	1,078
AUM (Assets Under Management)	$ 384,236,117

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Celia M. Mueller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

SECURITIES AMERICA ADVISORS, INC.

ARBOR POINT ADVISORS

SECURITIES AMERICA, INC.

FINANCIAL WEST GROUP

FINANCIAL WEST GROUP

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

Primary Firm SEC Registration

BLUE WATER WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 12/13/2000

Series 63

Date: 9/28/1995

SIE

Date: 10/1/2018

Series 7

Date: 8/29/1996

Series 6

Date: 10/13/1995

Current Firm

BLUE WATER WEALTH

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUE WATER WEALTH

TRUST BUT VERIFY

Similar Advisors