WATERSTONE FINANCIAL ADVISORY LLC of FORT MYERS, FL is an SEC-registered investment adviser (CRD 325012). Regulatory assets under management: $262.5M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| James Stuart Gallagher | PRESIDENT | — |
| Phillip Taylor Mcgrath | CHIEF COMPLIANCE OFFICER & DIRECTOR OF OPERATIONS | — |
| Karly Ann Moore | CHIEF COMPLIANCE OFFICER | — |
| MOORE SUSAN ANN | CHIEF COMPLIANCE OFFICER | — |
| GALLAGHER JAMES S | PRESIDENT & CCO | — |
| GALLAGHER JAMES STUART | PRESIDENT | — |
| Young Karly | CHIEF COMPLIANCE OFFICER | — |