Adam
D'Acierno
Waterloo Capital
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About this Advisor
Adam D'Acierno is a financial advisor based out of Austin, Texas, who has 2 years of relevant experience. D'Acierno currently works for Waterloo Capital. Their career trajectory has included roles at Liberty Mutual Insurance, Paycom, National Planning Corporation, Royal Alliance and Waterloo Capital. D'Acierno holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Waterloo Capital is a financial advisory firm operating out of Austin, TX. The company has offices in three locations and a total of 24 financial advisors. It has $746 million in total assets between its 3,302 customer accounts, placing it among the bigger firms in the nation by assets under management. Of its 3,302 customer accounts, 27% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees typically depend on which services are provided. Fee types charged by Waterloo Capital likely include some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Waterloo Capital Brokerage Details
$745,508,904
24
3,302
$225,775
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Adam D'Acierno Work History
Adam has been registered as a financial advisor for 2 years.*
Waterloo Capital
Royal Alliance
National Planning Corporation
Liberty Mutual Insurance
Paycom
*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 Adam D'Acierno 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 Waterloo Capital
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Dallas, 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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