Waterstone Financial Advisory LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 325012
- SEC number
- 801-127693
- Firm type
- RIA
- Assets under management
- $262.5M as of Feb 18, 2026
- Website
- www.linkedin.com/in/retirementengineer ↗
- Phone
- 239-288-0977
- Address
- 12597 New Brittany Blvd, Fort Myers, FL, 33907
Advisors at this firm
3 in our index · page 1 of 1
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Adam Richard DanielsCRD 7531986 · Fort Myers, FLIA RegisteredRegistration inactive
-
James Stuart GallagherCRD 5766671 · Fort Myers, FLIA RegisteredRegistration inactive
-
Phillip Taylor McgrathCRD 7959178 · Fort Myers, FLIA Registered
1–3 of 3
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 325012 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.