Cherish A. Sutull

BLUE WATER WEALTH

Seattle, WA 98103

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CRD#: 3084039

Professional summary

Cherish Annhee Sutull, CFP®, who also goes by Cherish Ann Hee Carroll, Cherish Annhee Carroll, is a registered financial advisor currently at BLUE WATER WEALTH located in Seattle, Washington.

Cherish is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Cherish has worked at 7 firms and has passed the Series 66, Series 63, Series 3, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Cherish Ann Hee Carroll | Cherish Annhee Carroll

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) - RIA

Click below to view Cherish Annhee Sutull's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

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

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

June 16, 2021 - Present

BLUE WATER WEALTH

Office #1: 701 N 36th Street, Suite 310, Seattle, WA 98103

RIA

CRD#: 164432

Seattle, WA

Past

June 25, 2013 - November 4, 2020

PARACLE ADVISORS LLC

RIA

CRD#: 130726

MERCER ISLAND, WA

Past

March 12, 2010 - June 4, 2013

BMO FAMILY OFFICE, LLC

RIA

CRD#: 110264

SEATTLE, WA

Past

August 19, 2008 - December 4, 2009

LNW

RIA

CRD#: 113400

SEATTLE, WA

Past

January 13, 2001 - April 18, 2002

PRINCIPAL FUNDS DISTRIBUTOR, INC.

CRD#: 43261

DES MOINES, IA

Past

December 8, 1998 - January 3, 2001

HARRIS INVESTORLINE INC.

CRD#: 6362

SEATTLE, WA

Past

July 23, 1998 - September 3, 1998

PHILLIPS & COMPANY

CRD#: 35800

PORTLAND, OR

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.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(6/16/2021)

IAR

Texas
(3/30/2022)

IAR

Washington
(6/16/2021)

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 66

Date: 8/13/2001

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/17/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 12/21/2012

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 7/15/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/23/2000

General Securities Principal 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)

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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.

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Advisor Monitoring

Firm Stability Insights

Cherish A. Sutull

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cherish Annhee Sutull's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARACLE ADVISORS LLC

BMO FAMILY OFFICE, LLC

LNW

PRINCIPAL FUNDS DISTRIBUTOR, INC.

HARRIS INVESTORLINE INC.

PHILLIPS & COMPANY

Primary Firm SEC Registration

BLUE WATER WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 8/13/2001

Series 63

Date: 7/17/1998

Series 3

Date: 12/21/2012

Series 7

Date: 7/15/1998

Series 24

Date: 5/23/2000

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

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