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Mark Steven Waterhouse

SHEPHERD FINANCIAL PARTNERS, LLC·WINCHESTER, Massachusetts
Unclaimed Profile
1004 MAIN STREET, WINCHESTER, MA 01890CRD# 2150145Firm CRD# 169093
01

About

Mark Steven Waterhouse is a registered financial advisor based in WINCHESTER, Massachusetts, affiliated with SHEPHERD FINANCIAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
SHEPHERD FINANCIAL PARTNERS, LLC
SHEPHERD FINANCIAL PARTNERS, LLC
AUM
$975M
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at SHEPHERD FINANCIAL PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2150145
Firm CRD# 169093
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Steven Waterhouse offer?
Mark Steven Waterhouse specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WINCHESTER, Massachusetts for a consultation.
What are Mark Steven Waterhouse's credentials?
Mark Steven Waterhouse is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Steven Waterhouse located?
Mark Steven Waterhouse is based in WINCHESTER, Massachusetts, working with SHEPHERD FINANCIAL PARTNERS, LLC. Their office serves clients in the WINCHESTER metropolitan area and surrounding communities.
How does Mark Steven Waterhouse charge for services?
Mark Steven Waterhouse's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHEPHERD FINANCIAL PARTNERS, LLC?
SHEPHERD FINANCIAL PARTNERS, LLC has approximately 23 employees and manages $975M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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