Daniel Robert Trgovich
Investment adviser representative at Waterway Wealth Management, L.L.C.
15 yearsExperience
1 stateRegistered in
CFADesignation
$675.8MFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Waterway Wealth Management, L.L.C.Mar 2025 to now
- Northwestern Mutual Investment Services LLCJan 2022 to Mar 2025
- Scott UnderwoodJun 2021 to Jan 2025
- Umb FinancialAug 2011 to Jun 2021
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Waterway Wealth Management, L.L.C.
$675.8MAssets managed
142Clients
5Advisers
13 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
- 5704678
- Firm CRD
- 164975