Watermill Advisory Services, Inc.

Watermill Advisory Services, Inc. (CRD# 116166) is a financial advisory firm headquartered in Wakefield, MA. They manage $28,000,000 in 49 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $571,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

AZ, MA

Financial Advisors at Watermill Advisory Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Leonard M. Coris
CRD#: 54239
800 South Street, Suite 455, Waltham, MA 02453
76
Wealthminder
score

Leonard Coris (CRD# 54239) is an Investment Advisor Representative working at Watermill Advisory Services, Inc. in Waltham, MA and has over 33 years of experience in the finance industry.

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