Waterstone Wealth Advisors, LLC

Waterstone Wealth Advisors, LLC (CRD# 139265) is a financial advisory firm headquartered in Somerville, NJ. They manage $95,897,599 in 153 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    153
    ACCOUNTS
  • Average Account Value
    $626,782
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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.

FL, NJ, PA, TX

Financial Advisors at Waterstone Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John C. Moynihan
CRD#: 2533085
21 West High Street, 2nd Floor, Somerville, NJ 08876
101
Wealthminder
score

John Moynihan (CRD# 2533085) is the founder and Managing Member of Waterstone Wealth Advisors, LLC in Somerville, NJ and has over 20 years of experience in the finance industry. John Moynihan 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 putclients' interests first and comply with the Financial Planning Practice Standards.

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