Adam
Daniels
Waterstone Financial Advisory LLC
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About this Advisor
Adam Daniels is a financial advisor based in Fort Myers, Florida, working with Waterstone Financial Advisory LLC. Adam has previously held positions at Target, Parks And Recreation Department Of Petoskey, United States Census Bureau, Gnc, Student, Guardian Life Insurance Company, Park Avenue Securities, Lpl Financial LLC, J.W. Cole Financial, Inc, J.W. Cole Advisors, Inc, and Waterstone Financial Advisory LLC. Adam has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Adam is part of Waterstone Financial Advisory LLC, which operates out of Fort Myers, Florida. The firm has 6 employees and manages assets totaling $181.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Waterstone Financial Advisory LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Waterstone Financial Advisory LLC Brokerage Details
$181,381,208
6
821
$220,927
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Adam Daniels Work History
J.W. Cole Advisors, Inc
Waterstone Financial Advisory LLC
J.W. Cole Financial, Inc
Guardian Life Insurance Company
Park Avenue Securities
Lpl Financial LLC
United States Census Bureau
Gnc
Parks And Recreation Department Of Petoskey
Target
Student
Disclosures
Please visit the SEC profile of Adam Daniels to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Waterstone Financial Advisory LLC
Fort Myers, FL
Fort Myers, FL
Fort Myers, FL
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
