Waterstone Financial Advisory LLC

Waterstone Financial Advisory LLC (CRD# 325012) is a financial advisory firm headquartered in Fort Myers, FL. They manage $181,381,208 in 821 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
12597 New Brittany Blvd, Fort Myers, FL 33907
https://www.linkedin.com/company/waterstonefs?trk=public_profile_topcard-current-company
By the Numbers
  • Total Assets Under Management
    181
    MILLION
  • Total Number of Accounts
    821
    ACCOUNTS
  • Average Account Value
    $220,927
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MI, NH, OH, PA, TX

Financial Advisors at Waterstone Financial Advisory LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Gallagher, financial advisor Fort Myers FL
James S. Gallagher
CRD#: 5766671
12597 New Brittany Blvd, Fort Myers, FL 33907

James Gallagher (CRD# 5766671) is an Investment Advisor Representative working at Waterstone Financial Advisory LLC in Fort Myers, FL and has over 14 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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