WATERSTONE FINANCIAL ADVISORY LLC

FORT MYERS, Florida·2 registered advisors·CRD# 325012
SEC# 801-1276930239-288-0977
01

Firm Overview

AUM
$181M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WATERSTONE FINANCIAL ADVISORY LLC

2 registered advisors
James Stuart Gallagher
FORT MYERS, Florida
Karly Ann Moore
FORT MYERS, Florida
05

Office Locations

FORT MYERS, Florida
2 advisors

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Data sourced from SEC Form ADV filings. WATERSTONE FINANCIAL ADVISORY LLC (CRD# 325012) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.