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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $341,003
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IN, LA, OH

Financial Advisors at Waterbury And Associates
Showing 1 - 2 of 2 top financial advisors.
1
Donald A. Waterbury
CRD#: 459725
Vero Beach, FL
96
Wealthminder
score

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.

2
Andrew J. Bucher
CRD#: 4241786
3663 Ebenezer Road, Cincinnati, OH 45248
93
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.