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James Stuart Gallagher

PresidentWaterstone Financial Advisory LLCCRD 5766671

About James Stuart Gallagher

James Stuart Gallagher is listed as President at Waterstone Financial Advisory LLC in Fort Myers, FL. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Waterstone Financial Advisory LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Stuart Gallagher work?

James Stuart Gallagher is listed as President at Waterstone Financial Advisory LLC on SEC Form ADV.

How much of Waterstone Financial Advisory LLC does James Stuart Gallagher own?

Form ADV reports a beneficial ownership band of Over 75%.

Waterstone Financial Advisory LLC

TitlePresident
OwnershipOver 75%
Control personYes
Since2023