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Financial ADVSR advisor directory · SEC adviser records

Waterstone Financial Advisory LLC financial advisors in Fort Myers, FL

Every SEC-registered investment adviser representative at a Waterstone Financial Advisory LLC office in Fort Myers, A to Z.

The short answer

3 registered advisors work at Waterstone Financial Advisory LLC in Fort Myers, out of 3 at the firm nationwide; it ranks number 34 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Waterstone Financial Advisory LLC advisors in Fort Myers, A to Z

Every Waterstone Financial Advisory LLC advisor →

Waterstone Financial Advisory LLC advisors in every city and state →Waterstone Financial Advisory LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Fort Myers

All Fort Myers advisors →

Morgan Stanley 27Ameriprise Financial Services, LLC 22LPL Financial LLC 22Wells Fargo Advisors Financial Network, LLC 21Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Park Avenue Securities LLC 18Raymond James & Associates, Inc. 18UBS Financial Services Inc. 15Wells Fargo Clearing Services, LLC 15Cetera Investment Advisers LLC 14Raymond James Financial Services Advisors, Inc. 14Stifel, Nicolaus & Company, Incorporated 11

Questions

How many financial advisors does Waterstone Financial Advisory LLC have in Fort Myers?

3 investment adviser representatives are registered at Waterstone Financial Advisory LLC offices in Fort Myers, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Waterstone Financial Advisory LLC one of the largest advisor employers in Fort Myers?

Waterstone Financial Advisory LLC ranks number 34 in Fort Myers by registered advisors; Morgan Stanley has the most, with 27.

How do I check a Waterstone Financial Advisory LLC advisor in Fort Myers?

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 Waterstone Financial Advisory LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.