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Donald Ralph Simoneaux

WATERLOO CAPITAL, L.P.·AUSTIN, Texas
SIE, Series 65Clean record10 years registeredWATERLOO CAPITAL, L.P.
2700 VIA FORTUNA, AUSTIN, TX 78746CRD# 5144175Firm CRD# 133705

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Ralph Simoneaux · AUSTIN, TX
Registration
CRD #5144175 · WATERLOO CAPITAL, L.P. · 10 years registered
Brand Profile
Not yet started
01

Career History

WATERLOO CAPITAL
Mar 2016 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 65
Registration record
First registered · March 4, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WATERLOO CAPITAL, L.P.
CRD 133705 · SEC 801-63975
AUM
$1.3B
Regulatory assets under management
Employees
42
4,480 client accounts
Services offered by WATERLOO CAPITAL, L.P.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WATERLOO CAPITAL, L.P. →
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05

Frequently Asked Questions

What services does Donald Ralph Simoneaux offer?
Donald Ralph Simoneaux specializes in Financial Planning, Investment Management. Contact their office in AUSTIN, Texas for a consultation.
What are Donald Ralph Simoneaux's credentials?
Donald Ralph Simoneaux is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Ralph Simoneaux located?
Donald Ralph Simoneaux is based in AUSTIN, Texas, working with WATERLOO CAPITAL, L.P.. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Donald Ralph Simoneaux charge for services?
Donald Ralph Simoneaux's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WATERLOO CAPITAL, L.P.?
WATERLOO CAPITAL, L.P. has approximately 42 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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John Thomas Chatmas
AUSTIN, TX
Marcy Weston Steward
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