James Stuart Gallagher
Investment adviser representative at Waterstone Financial Advisory LLC
17 yearsExperience
2 statesRegistered in
$262.5MFirm assets
3 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Waterstone Financial Advisory LLCFeb 2022 to now
- J.W. Cole Financial, Inc.Jul 2021 to now
- J.W. Cole Advisors, Inc.Apr 2019 to now
- Waterstone Tax Service, LLCNov 2011 to now
- Stuart Software Solutions, LLCOct 2010 to now
- Waterstone Financial LLCMar 2010 to now
- Global Financial Private Capital, LLCFeb 2009 to Apr 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Waterstone Financial Advisory LLC
$262.5MAssets managed
291Clients
3Advisers
3 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
- 5766671
- Firm CRD
- 325012