# WATERMARK INVESTMENT ADVISORS, LLC

WATERMARK INVESTMENT ADVISORS, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 152038
- Type: SEC-registered investment adviser
- SEC file number: 801-70763
- Location: 1350 AVE OF THE AMERICAS, 3 FLOOR, NEW YORK, NY, 10019
- Phone: 212-257-6720
- Latest filing: 2012-04-05
- Regulatory AUM: $25.0M
- Non-discretionary AUM: $25.0M
- Clients: 1
- Accounts: 1

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| [VAN DER BYL ANTHONY](https://search.stillhousedata.com/person/784125) | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER, MANAGING MEMBER | — |
| [YOO JOANNE M](https://search.stillhousedata.com/person/786524) | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | — |
| [YOO JOANNE NMN](https://search.stillhousedata.com/person/786988) | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | — |
| [LOPEZ JUAN](https://search.stillhousedata.com/person/795539) | MANAGING DIRECTOR; MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152038/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152038/similar
- Related entities: https://search.stillhousedata.com/firm/152038/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152038

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.