Adam Giovanni D'acierno
Investment adviser representative at Waterloo Capital
12 yearsExperience
1 stateRegistered in
$2.3BFirm assets
21 yearsFirm in business
Are you Adam Giovanni D'acierno? Claim your profile
Contact this firm
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
12 years in the industry.
- Waterloo CapitalAug 2021 to now
- Royal AllianceOct 2017 to Jul 2021
- National Planning CorporationJun 2014 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 6325618
- Firm CRD
- 133705