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George Stanley Abiassi

Investment adviser representative at Waterloo Capital
14 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

14 years in the industry.

  1. Waterloo CapitalMay 2024 to now
  2. Pickwick Capital Partners, LLCAug 2023 to now
  3. Market Street CapitalJan 2012 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law2023
  • Series 65 · Uniform Investment Adviser Law2024

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
7800080
Firm CRD
133705
Advisor's SEC record (opens in a new tab)
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