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Patrick Robert Waterhouse

LM WATERHOUSE & CO., INC.·VALHALLA, New York
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100 SUMMIT LAKE DRIVE SUITE 140, VALHALLA, NY 15095CRD# 2092587Firm CRD# 111053
01

About

Patrick Robert 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# 2092587
Firm CRD# 111053
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patrick Robert Waterhouse offer?
Patrick Robert Waterhouse specializes in Investment Management, Fee-Only Advisory. Contact their office in VALHALLA, New York for a consultation.
What are Patrick Robert Waterhouse's credentials?
Patrick Robert Waterhouse is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Robert Waterhouse located?
Patrick Robert 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 Patrick Robert Waterhouse charge for services?
Patrick Robert 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.
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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, INCLawrence Michael Waterhouse — LM WATERHOUSE & CO., INC.David James Yvars — THE DAVID J. YVARS, GROUP, INC
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