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Christopher Stephen Cotterell

WATER STREET FINANCIAL LLC·WINCHESTER, Virginia
Clean recordWATER STREET FINANCIAL LLC
335 WESTSIDE STATION DRIVE, WINCHESTER, VA 22601CRD# 2128551Firm CRD# 314822

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher Stephen Cotterell · WINCHESTER, VA
Registration
CRD #2128551 · WATER STREET FINANCIAL LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Christopher Stephen Cotterell is a registered financial advisor based in WINCHESTER, Virginia, affiliated with WATER STREET FINANCIAL LLC. 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
Introduction

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03

Firm Overview

Firm
WATER STREET FINANCIAL LLC
WATER STREET FINANCIAL LLC
AUM
$147M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at WATER STREET FINANCIAL LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2128551
Firm CRD# 314822
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Christopher Stephen Cotterell offer?
Christopher Stephen Cotterell specializes in Financial Planning, Investment Management. Contact their office in WINCHESTER, Virginia for a consultation.
What are Christopher Stephen Cotterell's credentials?
Christopher Stephen Cotterell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher Stephen Cotterell located?
Christopher Stephen Cotterell is based in WINCHESTER, Virginia, working with WATER STREET FINANCIAL LLC. Their office serves clients in the WINCHESTER metropolitan area and surrounding communities.
How does Christopher Stephen Cotterell charge for services?
Christopher Stephen Cotterell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WATER STREET FINANCIAL LLC?
WATER STREET FINANCIAL LLC has approximately 8 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WATER STREET FINANCIAL LLC

Jeffrey Alan Reid
WINCHESTER, VA
Ryan Charles Oates
WINCHESTER, VA

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Research
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