Best Investors Account Sign in
Inactive

Adam Richard Daniels

Waterstone Financial Advisory LLC

Fort Myers, FL

CRD 7531986

Claim This Profile
Employer firm

Waterstone Financial Advisory LLC CRD 325012

$262M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Waterstone Financial Advisory Llc

12597 New Brittany Blvd, Fort Myers, FL 33907 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-06-08
  • FL RA
    APPROVED
    Since 2023-06-08

Branch Locations

12597 New Brittany Blvd, Fort Myers, FL 33907 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Target Cape Coral FL 04/2018 04/2019
Parks And Recreation Department Of Petoskey Petoskey MI 04/2019 04/2020
United States Census Bureau Fort Myers FL 04/2020 12/2020
Gnc Cape Coral FL 12/2020 12/2021
Student Cape Coral FL 04/2012 04/2018
Guardian Life Insurance Company Fort Myers FL 01/2022 04/2022
Park Avenue Securities Fort Myers FL 04/2022 04/2022
Lpl Financial Llc Fort Myers FL 05/2022 04/2023
J.W. Cole Financial, Inc. Tampa FL 04/2023 06/2023
J.W. Cole Advisors, Inc. Tampa FL 04/2023 Present
Waterstone Financial Advisory Llc Fort Myers FL 06/2023 Present
  • 04/2018 → 04/2019
    Target
    Cape Coral, FL
  • 04/2019 → 04/2020
    Parks And Recreation Department Of Petoskey
    Petoskey, MI
  • 04/2020 → 12/2020
    United States Census Bureau
    Fort Myers, FL
  • 12/2020 → 12/2021
    Gnc
    Cape Coral, FL
  • 04/2012 → 04/2018
    Student
    Cape Coral, FL
  • 01/2022 → 04/2022
    Guardian Life Insurance Company
    Fort Myers, FL
  • 04/2022 → 04/2022
    Park Avenue Securities
    Fort Myers, FL
  • 05/2022 → 04/2023
    Lpl Financial Llc
    Fort Myers, FL
  • 04/2023 → 06/2023
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 04/2023 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
  • 06/2023 → Present
    Waterstone Financial Advisory Llc
    Fort Myers, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-26
  • S66 Uniform Combined State Law Examination
    2022-05-26
Other Names
  • Adam Daniels

View on SEC IAPD

Nearby Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
BANKERS LIFE ADVISORY SERVICES, INC.

Nearby Investors

DAVID JONATHAN MORELAND
Elizabeth Diane Scoggins
Devin Reich

Nearby Offices

STIFEL, NICOLAUS & COMPANY, INCORPORATED · FORT MYERS, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Fort Myers, FL
BANKERS LIFE ADVISORY SERVICES, INC. · Fort Myers, FL

More in Fort Myers, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor