Don Brosz, financial advisor Cincinnati OH

Don Brosz

CRD Number: 714001
Current Firm: Waterstone Investment Counsel, LLC

Don Brosz (CRD# 714001) is an Investment Advisor Representative working at Waterstone Investment Counsel, LLC in Cincinnati, OH and has over 42 years of experience in the finance industry.

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Company Name Location Dates Years
Bull Group Advisors, Ltd. Cincinnati, OH Jul 1995 - Current 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1980
S65 NASAA Investment Advisors Law Examination Aug 1992
Contact Info for Don G. Brosz
By the Numbers
  • Total Assets Under Management
    170
    MILLIONS
  • Total Number of Accounts
    521
    ACCOUNTS
  • Average Account Value
    $327,116
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, IN, KY, OH

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