WATERSTONE WEALTH ADVISORS, LLC of SOMERSET, NJ is an SEC-registered investment adviser (CRD 139265). Regulatory assets under management: $164.9M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| John Christopher Moynihan | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| MOYNIHAN MICHAEL CHRISTOPHER | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| BERNSTEIN DANIEL ADAM | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |