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David Frederic Schroll

WATERLOO INTERNATIONAL ADVISORS LLC·ROSEMONT, Pennsylvania
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241 CURWEN ROAD, ROSEMONT, PA 19010CRD# 415374Firm CRD# 165107
01

About

David Frederic Schroll is a registered financial advisor based in ROSEMONT, Pennsylvania, affiliated with WATERLOO INTERNATIONAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
WATERLOO INTERNATIONAL ADVISORS LLC
WATERLOO INTERNATIONAL ADVISORS LLC
AUM
$10M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at WATERLOO INTERNATIONAL ADVISORS LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 415374
Firm CRD# 165107
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Frederic Schroll offer?
David Frederic Schroll specializes in Investment Management, Fee-Only Advisory. Contact their office in ROSEMONT, Pennsylvania for a consultation.
What are David Frederic Schroll's credentials?
David Frederic Schroll is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Frederic Schroll located?
David Frederic Schroll is based in ROSEMONT, Pennsylvania, working with WATERLOO INTERNATIONAL ADVISORS LLC. Their office serves clients in the ROSEMONT metropolitan area and surrounding communities.
How does David Frederic Schroll charge for services?
David Frederic Schroll'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 WATERLOO INTERNATIONAL ADVISORS LLC?
WATERLOO INTERNATIONAL ADVISORS LLC has approximately 2 employees and manages $10M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ROSEMONT
James Lee Ndiaye — SHAREHOLDER SOLUTIONS, LLCGuy Andrew Judkowski — WATERLOO INTERNATIONAL ADVISORS LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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