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Courtney N. Truss

BLUEWATER WEALTH ADVISORS
Vestavia Hills, AL 35243
Some features on this profile are disabled
CRD#: 7874018
CT

Professional summary

Courtney Nicole Bascom Truss, who also goes by Courtney Nicole Bascomb Truss, Courtney Nicole Bascom Truss, is a registered financial advisor currently at BLUEWATER WEALTH ADVISORS, LLC located in Vestavia Hills, Alabama.

Courtney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Courtney has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Courtney Nicole Bascomb Truss | Courtney Nicole Bascom Truss

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 Courtney Nicole Bascom Truss'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®
None

Experience

Current

March 28, 2024 - Present

BLUEWATER WEALTH ADVISORS, LLC

Office #1: 4553 Pine Tree Circle Suite 220, Vestavia Hills, AL 35243
RIA
CRD#: 330078
Vestavia Hills, 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".
BW
BLUEWATER WEALTH ADVISORS, LLC
BLUEWATER WEALTH ADVISORS, LLC

CRD#: 330078 / SEC#: 801-129724

RIA
Registered Investment Advisory firm - (3/21/2024 Approved)

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
Alabama
(3/28/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/7/2024
Uniform Investment Adviser Law Examination

Current Firm

BW
BLUEWATER WEALTH ADVISORS, LLC
BLUEWATER WEALTH ADVISORS, LLC

CRD#: 330078 / SEC#: 801-129724

RIA
Registered Investment Advisory firm - (3/21/2024 Approved)
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Contact information

Main Address
4553 Pine Tree Circle Suite 220, Vestavia Hills, AL 35243
Mailing Address
Phone number
(205) 305-6352
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR BLUEWATER WEALTH ADVISORS, LLC (3/12/2025)

Regulatory assets under management

Total Number of Accounts70
AUM (Assets Under Management)$ 97,110,879

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.

Company Information

BLUEWATER WEALTH ADVISORS, LLC

CRD#: 330078Vestavia Hills, AL 35243

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