Claim Profile
GH

Gerald Hickson

WATERLOO CAPITAL, L.P.·AUSTIN, Texas
Unclaimed Profile
2700 VIA FORTUNA, AUSTIN, TX 78746CRD# 6156014Firm CRD# 133705
01

About

Gerald Hickson is a registered financial advisor based in AUSTIN, Texas, affiliated with WATERLOO CAPITAL, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WATERLOO CAPITAL, L.P.
WATERLOO CAPITAL
AUM
$1.3B
Regulatory assets under management
Employees
42
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 6156014
Firm CRD# 133705
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in AUSTIN?

Browse all registered financial advisors in AUSTIN, Texas or claim this profile if it's yours.

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 Gerald Hickson offer?
Gerald Hickson specializes in Financial Planning, Investment Management. Contact their office in AUSTIN, Texas for a consultation.
What are Gerald Hickson's credentials?
Gerald Hickson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerald Hickson located?
Gerald Hickson 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 Gerald Hickson charge for services?
Gerald Hickson'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty