Waterford Capital Investment Advisory Services LLC

Waterford Capital Investment Advisory Services LLC (CRD# 144172) is a financial advisory firm headquartered in Addison, TX. They manage $150,144,000 in 324 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
14275 Midway Road, Suite 138, Addison, TX 75001
http://www.waterfordcapital.com
By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    324
    ACCOUNTS
  • Average Account Value
    $463,407
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Waterford Capital Investment Advisory Services LLC
Showing 1 - 2 of 2 top financial advisors.
1
David Oconnor, financial advisor Addison TX
David P. Oconnor
CRD#: 2143494
14275 Midway Road, Suite 138, Addison, TX 75001

David Oconnor (CRD# 2143494) is an Investment Advisor Representative working at Waterford Capital Investment Advisory Services LLC in Addison, TX and has over 32 years of experience in the finance industry.

2
David Piotrowski, financial advisor Addison TX
David M. Piotrowski
CRD#: 2942225
14275 Midway Road, Suite 138, Addison, TX 75001

David Piotrowski (CRD# 2942225) is an Investment Advisor Representative working at Waterford Capital Investment Advisory Services LLC in Addison, TX and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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