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Adam Richard Waterous

WATEROUS ENERGY FUND MANAGEMENT (US), LLC·HOUSTON, Texas
SIE, Series 7, Series 24, Series 63Clean recordWATEROUS ENERGY FUND MANAGEMENT (US), LLC
717 TEXAS AVENUE, HOUSTON, TX 77002CRD# 2206668Firm CRD# 290952

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam Richard Waterous · HOUSTON, TX
Registration
CRD #2206668 · WATEROUS ENERGY FUND MANAGEMENT (US), LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WATEROUS ENERGY FUND MANAGEMENT (US), LLC
CRD 290952 · SEC 801-112304
AUM
$4.0B
Regulatory assets under management
Employees
2
15 client accounts
Services offered by WATEROUS ENERGY FUND MANAGEMENT (US), LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at WATEROUS ENERGY FUND MANAGEMENT (US), LLC →
Introduction

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04

Frequently Asked Questions

What services does Adam Richard Waterous offer?
Adam Richard Waterous specializes in Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.
What are Adam Richard Waterous's credentials?
Adam Richard Waterous is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Richard Waterous located?
Adam Richard Waterous is based in HOUSTON, Texas, working with WATEROUS ENERGY FUND MANAGEMENT (US), LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Adam Richard Waterous charge for services?
Adam Richard Waterous's firm is compensated through performance-based fees, other: reimbursement of expenses. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WATEROUS ENERGY FUND MANAGEMENT (US), LLC?
WATEROUS ENERGY FUND MANAGEMENT (US), LLC has approximately 2 employees and manages $4.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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David Lawrence Roosth
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Michael Edward Buckingham
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