AdvisorOS Directory
Claim Profile
LW

Lawrence Michael Waterhouse

LM WATERHOUSE & CO., INC.·VALHALLA, New York
Unclaimed Profile
100 SUMMIT LAKE DRIVE SUITE 140, VALHALLA, NY 15095CRD# 815434Firm CRD# 111053
01

About

Lawrence Michael Waterhouse is a registered financial advisor based in VALHALLA, New York, affiliated with LM WATERHOUSE & CO., INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
LM WATERHOUSE & CO., INC.
WATERHOUSE LM & CO INC
AUM
$300M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at LM WATERHOUSE & CO., INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 815434
Firm CRD# 111053
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in VALHALLA?

Browse all registered financial advisors in VALHALLA, New York or claim this profile if it's yours.

Browse VALHALLA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Lawrence Michael Waterhouse offer?
Lawrence Michael Waterhouse specializes in Investment Management, Fee-Only Advisory. Contact their office in VALHALLA, New York for a consultation.
What are Lawrence Michael Waterhouse's credentials?
Lawrence Michael Waterhouse is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence Michael Waterhouse located?
Lawrence Michael Waterhouse is based in VALHALLA, New York, working with LM WATERHOUSE & CO., INC.. Their office serves clients in the VALHALLA metropolitan area and surrounding communities.
How does Lawrence Michael Waterhouse charge for services?
Lawrence Michael Waterhouse's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LM WATERHOUSE & CO., INC.?
LM WATERHOUSE & CO., INC. has approximately 3 employees and manages $300M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in VALHALLA
Mary Jo Collabolletta — THE DAVID J. YVARS, GROUP, INCDavid James Jr Yvars — THE DAVID J. YVARS, GROUP, INCJoseph Dennis Lee — THE DAVID J. YVARS, GROUP, INCPatrick Robert Waterhouse — LM WATERHOUSE & CO., INC.David James Yvars — THE DAVID J. YVARS, GROUP, INC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile