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John Christopher Moynihan

WATERSTONE WEALTH ADVISORS, LLC·SOMERVILLE, New Jersey
Series 6, Series 7, Series 63Clean record24 years registeredWATERSTONE WEALTH ADVISORS, LLC
21 WEST HIGH STREET, SOMERVILLE, NJ 08876CRD# 2533085Firm CRD# 139265

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Christopher Moynihan · SOMERVILLE, NJ
Registration
CRD #2533085 · WATERSTONE WEALTH ADVISORS, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

ACCRETIVE WEALTH PARTNERS, LLC
Apr 2026 – present
WATERSTONE WEALTH ADVISORS, LLC
Apr 2006 – present
AMERIPRISE FINANCIAL SERVICES, INC.
Jul 2002 – Apr 2006
SOMERSET, NJ
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Registration record
First registered · July 30, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WATERSTONE WEALTH ADVISORS, LLC
CRD 139265 · SEC 801-113302
AUM
$136M
Regulatory assets under management
Employees
1
429 client accounts
Services offered by WATERSTONE WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WATERSTONE WEALTH ADVISORS, LLC →
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05

Frequently Asked Questions

What services does John Christopher Moynihan offer?
John Christopher Moynihan specializes in Financial Planning, Investment Management. Contact their office in SOMERVILLE, New Jersey for a consultation.
What are John Christopher Moynihan's credentials?
John Christopher Moynihan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Christopher Moynihan located?
John Christopher Moynihan is based in SOMERVILLE, New Jersey, working with WATERSTONE WEALTH ADVISORS, LLC. Their office serves clients in the SOMERVILLE metropolitan area and surrounding communities.
How does John Christopher Moynihan charge for services?
John Christopher Moynihan'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 WATERSTONE WEALTH ADVISORS, LLC?
WATERSTONE WEALTH ADVISORS, LLC has approximately 1 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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