Michael
Parrott
Waterway Wealth Management, L.L.C
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About this Advisor
Michael Parrott is a certified financial planner who works out of Albuquerque, New Mexico with a total of 2 years of industry experience. Parrott is an employee of Waterway Wealth Management, L.L.C. During their career, Parrott has held roles at Fidelity, Interactions Marketing, Genghis Grill, New Mexico State University, Thornburg Securities Corp, Fidelity Brokerage Services LLC and Waterway Wealth Management. Parrott maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New Mexico and Texas. Waterway Wealth Management, L.L.C is a financial advisory business that has its headquarters in Spring, TX. The investment advisory business has a total of 14 employees. It controls $501 million in total assets across its 1,306 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management. Of its 1,306 accounts, 47% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The company performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules largely vary depending on which services are offered. However, fees billed by Waterway Wealth Management, L.L.C can be comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Waterway Wealth Management, L.L.C Brokerage Details
$500,740,211
14
1,306
$383,415
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Michael Parrott Work History
Michael has been registered as a financial advisor for 2 years.*
Waterway Wealth Management
Fidelity Brokerage Services LLC
Thornburg Securities Corp
Fidelity
Interactions Marketing
Genghis Grill
New Mexico State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Parrott 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 Waterway Wealth Management, L.L.C
Spring, TX
Spring, TX
Albuquerque, NM
Spring, TX
Spring, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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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.
