Adam D'acierno, financial advisor Austin TX

Adam D'acierno

CRD Number: 6325618
Current Firm: Waterloo Capital

Adam D'acierno (CRD# 6325618) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has over 9 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Waterloo Capital Austin, TX Aug 2021 - Current 2
Royal Alliance Austin, TX Oct 2017 - Jul 2021 3
National Planning Corporation Bastrop, TX Jun 2014 - Oct 2017 3
Liberty Mutual Insurance Austin, TX Nov 2013 - Jun 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Adam G. D'acierno
Phone Number: 512-777-5900
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,303
    MILLIONS
  • Total Number of Accounts
    4,480
    ACCOUNTS
  • Average Account Value
    $290,814
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, CA, CO, GA, LA, NC, NY, TX

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