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James Stuart Gallagher

WATERSTONE FINANCIAL ADVISORY LLC·FORT MYERS, Florida
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12597 NEW BRITTANY BLVD, FORT MYERS, FL 33907CRD# 5766671Firm CRD# 325012
01

About

James Stuart Gallagher is a registered financial advisor based in FORT MYERS, Florida, affiliated with WATERSTONE FINANCIAL ADVISORY LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WATERSTONE FINANCIAL ADVISORY LLC
WATERSTONE FINANCIAL ADVISORY LLC
AUM
$181M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WATERSTONE FINANCIAL ADVISORY LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5766671
Firm CRD# 325012
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Stuart Gallagher offer?
James Stuart Gallagher specializes in Financial Planning, Investment Management. Contact their office in FORT MYERS, Florida for a consultation.
What are James Stuart Gallagher's credentials?
James Stuart Gallagher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Stuart Gallagher located?
James Stuart Gallagher is based in FORT MYERS, Florida, working with WATERSTONE FINANCIAL ADVISORY LLC. Their office serves clients in the FORT MYERS metropolitan area and surrounding communities.
How does James Stuart Gallagher charge for services?
James Stuart Gallagher's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WATERSTONE FINANCIAL ADVISORY LLC?
WATERSTONE FINANCIAL ADVISORY LLC has approximately 6 employees and manages $181M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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