David Piotrowski
David Piotrowski is a registered investment advisor at Waterford Capital Investment Advisory Services LLC, based in Addison, TX, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 106 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Location
14275 Midway Road, Suite 138, Addison, TX, 75001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
David is a managing member of Double Eagle Advisors, LLC, a consulting firm.
Employment History
Current Registrations
Waterford Capital Investment Advisory Services LLC
Waterford Capital, INC.Broker
Previous Registrations
BMO Capital Markets CORP.Broker
RBC Dain Rauscher INC.Broker
Banc One Capital Markets, INC.Broker
Banc One Capital Markets, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.