Unclaimed Profile

Charles Nelson Waterhouse

ARBOR TRUST WEALTH ADVISORS, LLC·ANN ARBOR, Michigan

Series 65Clean record12 years registeredARBOR TRUST WEALTH ADVISORS, LLC

825 VICTORS WAY, ANN ARBOR, MI 48108CRD# 6363082Firm CRD# 169611

Profile Verification

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

Identity

Charles Nelson Waterhouse · ANN ARBOR, MI

Registration

CRD #6363082 · ARBOR TRUST WEALTH ADVISORS, LLC · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ARBOR TRUST WEALTH ADVISORS, LLC

ARBOR TRUST WEALTH ADVISORS, LLC

Aug 2014 – May 2025

ANN ARBOR, MI

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 4, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARBOR TRUST WEALTH ADVISORS, LLC

CRD 169611 · SEC 801-78929

AUM

$528M

Regulatory assets under management

Employees

1,318 client accounts

Services offered by ARBOR TRUST WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ARBOR TRUST WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Charles Nelson Waterhouse offer?

Charles Nelson Waterhouse specializes in Financial Planning, Investment Management, Wealth Management.

What are Charles Nelson Waterhouse's credentials?

Charles Nelson Waterhouse is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Nelson Waterhouse located?

Charles Nelson Waterhouse is based in ANN ARBOR, Michigan, last registered with ARBOR TRUST WEALTH ADVISORS, LLC.

How does Charles Nelson Waterhouse charge for services?

Charles Nelson 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 ARBOR TRUST WEALTH ADVISORS, LLC?

ARBOR TRUST WEALTH ADVISORS, LLC has approximately 13 employees and manages $528M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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