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Marcy Weston Steward

VIRTUS PRIVATE WEALTH MANAGEMENT·AUSTIN, Texas
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7004 BEE CAVE ROAD, AUSTIN, TX 78746CRD# 2843184Firm CRD# 133705
01

About

Marcy Weston Steward is a registered financial advisor based in AUSTIN, Texas, affiliated with VIRTUS PRIVATE WEALTH MANAGEMENT. 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
View all advisors at WATERLOO CAPITAL, L.P. →
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# 2843184
Firm CRD# 133705
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marcy Weston Steward offer?
Marcy Weston Steward specializes in Financial Planning, Investment Management. Contact their office in AUSTIN, Texas for a consultation.
What are Marcy Weston Steward's credentials?
Marcy Weston Steward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marcy Weston Steward located?
Marcy Weston Steward is based in AUSTIN, Texas, working with VIRTUS PRIVATE WEALTH MANAGEMENT. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Marcy Weston Steward charge for services?
Marcy Weston Steward'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 VIRTUS PRIVATE WEALTH MANAGEMENT?
VIRTUS PRIVATE WEALTH MANAGEMENT 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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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
City Guides
DALLAS GuideHOUSTON GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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