Unclaimed Profile

David Cedric Rowntree

WATERMARK GROUP, INC.·PRINCETON, New Jersey

Clean recordWATERMARK GROUP, INC.

47 HULFISH STREET, PRINCETON, NJ 08542CRD# 6473527Firm CRD# 108272

Profile Verification

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

Identity

David Cedric Rowntree · PRINCETON, NJ

Registration

CRD #6473527 · WATERMARK GROUP, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Cedric Rowntree is a registered financial advisor based in PRINCETON, New Jersey, affiliated with WATERMARK GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

WATERMARK GROUP, INC.

AUM

$2.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at WATERMARK GROUP, INC. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6473527

Firm CRD# 108272

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Cedric Rowntree offer?

David Cedric Rowntree specializes in Retirement Planning. Contact their office in PRINCETON, New Jersey for a consultation.

What are David Cedric Rowntree's credentials?

David Cedric Rowntree is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Cedric Rowntree located?

David Cedric Rowntree is based in PRINCETON, New Jersey, working with WATERMARK GROUP, INC.. Their office serves clients in the PRINCETON metropolitan area and surrounding communities.

How does David Cedric Rowntree charge for services?

David Cedric Rowntree's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WATERMARK GROUP, INC.?

WATERMARK GROUP, INC. has approximately 21 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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