Adam Richard Daniels
Investment adviser representative at Waterstone Financial Advisory LLC
11 yearsExperience
1 stateRegistered in
$262.5MFirm assets
3 yearsFirm in business
Are you Adam Richard Daniels? 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Waterstone Financial Advisory LLCJun 2023 to now
- J.W. Cole Advisors, Inc.Apr 2023 to now
- J.W. Cole Financial, Inc.Apr 2023 to Jun 2023
- LPL Financial LLCMay 2022 to Apr 2023
- Park Avenue SecuritiesApr 2022 to Apr 2022
- Guardian Life Insurance CompanyJan 2022 to Apr 2022
- GncDec 2020 to Dec 2021
- United States Census BureauApr 2020 to Dec 2020
- Parks and Recreation Department of PetoskeyApr 2019 to Apr 2020
- TargetApr 2018 to Apr 2019
- StudentApr 2012 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7531986
- Firm CRD
- 325012