Stuart Sommerville Canzeri
Investment adviser representative at Waterloo Capital
16 yearsExperience
1 stateRegistered in
$2.3BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Waterloo CapitalAug 2026 to now
- Resurgent Financial AdvisorsSep 2019 to Aug 2026
- Fiduciary Alliance, LLCAug 2016 to Oct 2019
- Capital Asset Advisory Services, LLCAug 2013 to Mar 2017
- Peachtree Financial GroupJun 2010 to Aug 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (GA).
Waterloo Capital
Legal name: Waterloo Capital, L.P.
$2.3BAssets managed
2,797Clients
47Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5550901
- Firm CRD
- 133705