AdvisorOS Directory
Claim Profile
Unclaimed Profile
DR

David Lawrence Roosth

WATEROUS ENERGY FUND MANAGEMENT (US), LLC·HOUSTON, Texas
Series 7, Series 63Clean record8 years registeredWATEROUS ENERGY FUND MANAGEMENT (US), LLC
717 TEXAS AVENUE, HOUSTON, TX 77002CRD# 5353955Firm CRD# 290952

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Lawrence Roosth · HOUSTON, TX
Registration
CRD #5353955 · WATEROUS ENERGY FUND MANAGEMENT (US), LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

WATEROUS ENERGY FUND MANAGEMENT (US), LLC
Apr 2018 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · April 2, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

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

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in HOUSTON?

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

Browse HOUSTON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does David Lawrence Roosth offer?
David Lawrence Roosth specializes in Retirement Planning. Contact their office in HOUSTON, Texas for a consultation.
What are David Lawrence Roosth's credentials?
David Lawrence Roosth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Lawrence Roosth located?
David Lawrence Roosth 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 David Lawrence Roosth charge for services?
David Lawrence Roosth'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WATEROUS ENERGY FUND MANAGEMENT (US), LLC

Adam Richard Waterous
HOUSTON, TX
Michael Edward Buckingham
HOUSTON, TX

More Advisors in HOUSTON, Texas

Julia Justice Cauthorn
CHILTON CAPITAL MANAGEMENT LLC·HOUSTON, TX
Mark Stanley Brooks
NEXT FINANCIAL GROUP, INC.·HOUSTON, TX
Sviataslau Mastouski
MOST CAPITAL LLC·HOUSTON, TX
John Kenneth Bruno
GFS ADVISORS LLC·HOUSTON, TX
Norman Carl Jr Grant
NEXT FINANCIAL GROUP, INC.·HOUSTON, TX
CFP
Robert Claus Arthur Benjamin
GFS ADVISORS LLC·HOUSTON, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)PLANO (117)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)SOUTHLAKE (29)
City Guides
DALLAS GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile