Financial ADVSR advisor directory · SEC adviser records
Waterloo Capital financial advisors in Georgia
Every SEC-registered investment adviser representative at a Waterloo Capital office in Georgia, by city and A to Z.
3 registered advisors work at Waterloo Capital in Georgia, out of 52 nationwide; it's the firm's number 3 state by advisors, and the most are in Atlanta (3). 0 list the CFP designation and 0 are also registered broker representatives.
Waterloo Capital advisors by city in Georgia
Every firm in Georgia →Waterloo Capital advisors in Georgia, A to Z
Search by name →- Stuart S. CanzeriAtlanta
- David P. HughesAtlanta
- Grayson E. MillerAtlanta
Waterloo Capital advisors in every state →Waterloo Capital: assets, clients and custodians →Advisor Moves: who changed firms this week →
Waterloo Capital in other states
Questions
How many Waterloo Capital financial advisors are in Georgia?
3 investment adviser representatives are registered at Waterloo Capital offices in Georgia, according to the SEC's Investment Adviser Public Disclosure records, out of 52 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Where in Georgia does Waterloo Capital have the most advisors?
Atlanta, with 3. Waterloo Capital has advisors in 1 city in Georgia.
How do I check a Waterloo Capital advisor in Georgia?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Waterloo Capital office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.