Unclaimed Profile

Garrett Douglas Dastrup

WATERFRONT FINANCIAL MANAGEMENT LLC·SILVERDALE, Washington

SIE, Series 7, Series 63, Series 66CFAClean record18 years registeredWATERFRONT FINANCIAL MANAGEMENT LLC

9615 LEVIN ROAD NW, SUITE 100, SILVERDALE, WA 98383CRD# 4962662Firm CRD# 289408

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Garrett Douglas Dastrup · SILVERDALE, WA

Registration

CRD #4962662 · WATERFRONT FINANCIAL MANAGEMENT LLC · 18 years registered

Brand Profile

Not yet started

Career History

OPPORTUNUS WEALTH MANAGEMENT, LLC

Feb 2019 – present

WATERFRONT FINANCIAL MANAGEMENT LLC

Sep 2017 – Jan 2019

Silverdale, WA

H.D. VEST ADVISORY SERVICES, INC

Jan 2017 – Feb 2018

Silverdale, WA

PRINCIPAL SECURITIES, INC.

Aug 2011 – Dec 2016

SEATTLE, WA

TRUSTMONT ADVISORY GROUP, INC.

Jun 2010 – Aug 2011

GREENSBURG, PA

FISHER INVESTMENTS

Aug 2008 – Apr 2010

VANCOUVER, WA

STRATEGIC ADVISERS, INC.

Nov 2007 – Aug 2008

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · November 6, 2007

Years registered · 18

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WATERFRONT FINANCIAL MANAGEMENT LLC

CRD 289408 · SEC 801-111075

AUM

$80M

Regulatory assets under management

Employees

534 client accounts

Services offered by WATERFRONT FINANCIAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WATERFRONT FINANCIAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Garrett Douglas Dastrup offer?

Garrett Douglas Dastrup specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SILVERDALE, Washington for a consultation.

What are Garrett Douglas Dastrup's credentials?

Garrett Douglas Dastrup holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Garrett Douglas Dastrup located?

Garrett Douglas Dastrup is based in SILVERDALE, Washington, working with WATERFRONT FINANCIAL MANAGEMENT LLC. Their office serves clients in the SILVERDALE metropolitan area and surrounding communities.

How does Garrett Douglas Dastrup charge for services?

Garrett Douglas Dastrup's firm is compensated through percentage of aum, hourly charges, subscription fees, other: bundled/wrap account fees;. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WATERFRONT FINANCIAL MANAGEMENT LLC?

WATERFRONT FINANCIAL MANAGEMENT LLC has approximately 5 employees and manages $80M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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