# WATERS, PARKERSON & CO., LLC

WATERS, PARKERSON & CO., LLC of NEW ORLEANS, LA is an SEC-registered investment adviser.

## Registration

- CRD: 3711
- Type: SEC-registered investment adviser
- SEC file number: 801-8754
- Location: 601 POYDRAS STREET, SUITE 2210, NEW ORLEANS, LA, 70130-6013
- Phone: 504-581-2022
- Latest filing: 2026-05-26
- Regulatory AUM: $2.9B
- Discretionary AUM: $2.7B
- Non-discretionary AUM: $126.2M
- Clients: 12
- Accounts: 1,916

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| David Taylor Pointer | PARTNER | — |
| Michael Burton Whealdon | PARTNER | — |
| Julia Waters Burlingame | CHIEF COMPLIANCE OFFICER | — |
| Jonathan Baldwin Montgomery | CO-MANAGING PARTNER | — |
| Devin John Wakeman | CO-MANAGING PARTNER | — |
| Lee Reiss Eagan | PARTNER | — |
| GRISWOLD GEORGE II | CHAIRMAN | — |
| POINTER DAVID TAYLOR | MANAGING PARTNER; PARTNER; PRESIDENT (+1 more) | — |
| WHEALDON MICHAEL BURTON | EXECUTIVE VICE-PRESIDENT; EXECUTIVE VICE-PRESIDENT, SECRETARY/TREASURER; PARTNER | — |
| BURLINGAME JULIA WATERS | CHIEF COMPLIANCE OFFICER; OPERATIONS MANAGER | — |
| CRUIKSHANK WILLIAM EDWARD | COMPTROLLER | — |
| CASAMENTO STEPHEN JOSEPH | VICE PRESIDENT; VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| GRISWOLD GEORGE DICKSON | ASSISTANT VICE PRESIDENT; VICE PRESIDENT | — |
| GENSLER PHILIP JR | EXECUTIVE VICE-PRESIDENT; EXECUTIVE VICE-PRESIDENT & SECRETARY | — |
| GRISWOLD GEORGE | CHAIRMAN | — |
| MONTGOMERY JONATHAN BALDWIN | CO-MANAGING PARTNER; PARTNER; VICE PRESIDENT | — |
| WAKEMAN DEVIN JOHN | ASST. VICE PRESIDENT; CO-MANAGING PARTNER; INVESTMENT COUNSELOR (+1 more) | — |
| EAGAN LEE REISS | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/3711/brochure
- Similar advisers: https://search.stillhousedata.com/firm/3711/similar
- Related entities: https://search.stillhousedata.com/firm/3711/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/3711

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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.