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).
Total Assets Under Management96MILLION
Total Number of Accounts153ACCOUNTS
Average Account Value$626,782
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NJ, PA, TX
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.