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George James Waters

DURANTE & WATERS, LLC·BREWSTER, New York
Series 7, Series 63, Series 65Clean record21 years registeredDURANTE & WATERS, LLC
3 STARR RIDGE ROAD, BREWSTER, NY 10509CRD# 1344273Firm CRD# 127216

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
George James Waters · BREWSTER, NY
Registration
CRD #1344273 · DURANTE & WATERS, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

INFINITI WEALTH MANAGEMENT
Sep 2004 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · September 16, 2004
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DURANTE & WATERS, LLC
CRD 127216 · SEC 801-68893
AUM
$141M
Regulatory assets under management
Employees
5
547 client accounts
Services offered by DURANTE & WATERS, 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 DURANTE & WATERS, LLC →
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05

Frequently Asked Questions

What services does George James Waters offer?
George James Waters specializes in Financial Planning, Investment Management. Contact their office in BREWSTER, New York for a consultation.
What are George James Waters's credentials?
George James Waters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is George James Waters located?
George James Waters is based in BREWSTER, New York, working with DURANTE & WATERS, LLC. Their office serves clients in the BREWSTER metropolitan area and surrounding communities.
How does George James Waters charge for services?
George James Waters'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 DURANTE & WATERS, LLC?
DURANTE & WATERS, LLC has approximately 5 employees and manages $141M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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BREWSTER, NY

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