CRD: 325012
Waterstone Financial Advisory LLC
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- Custodian
- Assetmark ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-20-2023
- Office Locations
- 1
Office Locations
About Waterstone Financial Advisory LLC
Waterstone Financial Advisory is an SEC-registered RIA based in Florida serving families and retirees with a planning-led approach to retirement income, tax planning and preparation, estate/asset protection, and ongoing wealth management. The firm emphasizes aligning portfolios to client objectives with cost-effective products and supports implementation through platforms such as AssetMark and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES STUART GALLAGHER
President
- CRD
- #5766671
- Ownership
- 75% or more
Phillip Taylor McGrath
Chief Compliance Officer, DIRECTOR OF OPERATIONS
- CRD
- #7959178
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Adam Richard Daniels
--
- CRD
- #7531986
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $260,077,778 | $272,904 |
| Non-Discretionary | $2,398,742 | $2,398,742 |
| Total | $262,476,520 | $275,133 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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