Waterbury And Associates
Waterbury And Associates (CRD# 119866) is a financial advisory firm headquartered in Cincinnati, OH. They manage $42,284,339 in 124 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management42MILLION
Total Number of Accounts124ACCOUNTS
Average Account Value$341,003
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, IN, LA, OH
Donald Waterbury (CRD# 459725) is an Investment Advisor Representative working at Waterbury And Associates in Vero Beach, FL and has over 37 years of experience in the finance industry. Donald Waterbury has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Andrew Bucher (CRD# 4241786) is an Investment Advisor Representative working at Waterbury And Associates in Cincinnati, OH and has over 14 years of experience in the finance industry.