# WATER STREET FINANCIAL LLC

WATER STREET FINANCIAL LLC of WINCHESTER, VA is an SEC-registered investment adviser.

## Registration

- CRD: 314822
- Type: SEC-registered investment adviser
- SEC file number: 801-121720
- Location: 335 WESTSIDE STATION DRIVE, WINCHESTER, VA, 22601
- Phone: 540-450-8351
- Latest filing: 2023-07-17
- Regulatory AUM: $147.3M
- Discretionary AUM: $116.7M
- Non-discretionary AUM: $30.6M
- Clients: 8
- Accounts: 542

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| REID JEROME ALAN | CHIEF COMPLIANCE OFFICER | — |
| OATES RYAN CHARLES | CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER; MANAGING PARTNER | — |
| COTTERELL CHRISTOPHER STEPHEN | MANAGING PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/314822/brochure
- Similar advisers: https://search.stillhousedata.com/firm/314822/similar
- Related entities: https://search.stillhousedata.com/firm/314822/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/314822

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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.