Unclaimed Profile

Scott Joseph Macaione

WATER OAK ADVISORS, LLC·WINTER PARK, Florida

Series 7, Series 9, Series 10, Series 31, Series 63, Series 65Clean record27 years registeredWATER OAK ADVISORS, LLC

145 LINCOLN AVENUE, WINTER PARK, FL 32789-3836CRD# 2814678Firm CRD# 140486

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Scott Joseph Macaione · WINTER PARK, FL

Registration

CRD #2814678 · WATER OAK ADVISORS, LLC · 27 years registered

Brand Profile

Not yet started

Career History

PATHSTONE

Jun 2022 – present

EATON VANCE WATEROAK ADVISORS

Dec 2020 – May 2022

WINTER PARK, FL

WATER OAK ADVISORS, LLC

May 2011 – Dec 2020

WINTER PARK, FL

STRATEGIC ADVISERS, INC.

Jan 1999 – Mar 2011

ALTAMONTE SPRINGS, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 9

Series 10

Series 31

Series 63

Series 65

Registration record

First registered · January 19, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WATER OAK ADVISORS, LLC

CRD 140486 · SEC 801-66872

AUM

$2.2B

Regulatory assets under management

Employees

2,020 client accounts

Services offered by WATER OAK ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WATER OAK ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Scott Joseph Macaione offer?

Scott Joseph Macaione specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WINTER PARK, Florida for a consultation.

What are Scott Joseph Macaione's credentials?

Scott Joseph Macaione is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Joseph Macaione located?

Scott Joseph Macaione is based in WINTER PARK, Florida, working with WATER OAK ADVISORS, LLC. Their office serves clients in the WINTER PARK metropolitan area and surrounding communities.

How does Scott Joseph Macaione charge for services?

Scott Joseph Macaione's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WATER OAK ADVISORS, LLC?

WATER OAK ADVISORS, LLC has approximately 16 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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