Andrew
Barnett
Waterstone Financial Advisory LLC
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About this Advisor
Andrew Barnett is a financial advisor based in Fort Myers, Florida, working with Waterstone Financial Advisory LLC. Andrew has previously held positions at G.F. Investment Services, Global Financial Private Capital, J.W. Cole Advisors, Inc, Waterstone Financial Advisory LLC, and J.W. Cole Financial, Inc. Andrew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Andrew 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
Andrew Barnett Work History
Waterstone Financial Advisory LLC
J.W. Cole Advisors, Inc
J.W. Cole Financial, Inc
Global Financial Private Capital
G.F. Investment Services
Disclosures
Please visit the SEC profile of Andrew Barnett 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
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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