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John Christopher Moynihan

WATERSTONE WEALTH ADVISORS, LLC·SOMERVILLE, New Jersey
Clean recordWATERSTONE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Christopher Moynihan is a registered financial advisor based in SOMERVILLE, New Jersey, affiliated with WATERSTONE WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WATERSTONE WEALTH ADVISORS, LLC
WATERSTONE WEALTH ADVISORS, LLC
AUM
$136M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at WATERSTONE WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2533085
Firm CRD# 139265
View on FINRA BrokerCheck →

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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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