Waterford Capital Investment Advisory Services LLC
Waterford Capital Investment Advisory Services LLC (CRD# 144172) is a financial advisory firm headquartered in Addison, TX. They manage $150,144,000 in 324 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Waterford Capital Investment Advisory Services LLC
By the Numbers
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Total Assets Under Management150MILLION
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Total Number of Accounts324ACCOUNTS
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Average Account Value$463,407
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Waterford Capital Investment Advisory Services LLC
1
David Oconnor (CRD# 2143494) is an Investment Advisor Representative working at Waterford Capital Investment Advisory Services LLC in Addison, TX and has over 32 years of experience in the finance industry.
2
David Piotrowski (CRD# 2942225) is an Investment Advisor Representative working at Waterford Capital Investment Advisory Services LLC in Addison, TX and has over 26 years of experience in the finance industry.
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