Stuart Canzeri
Stuart Canzeri is a registered investment advisor at Waterloo Capital, based in Atlanta, GA, with 16 years of industry experience. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 2,797 clients with $2.3B 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 | 2.00% |
Maximum advisory fee is 2.0% and is negotiable. Sub-adviser or model manager platform fees are charged in addition to the advisory fee.
Fee Estimator
Location
3050 Peachtree Rd Nw, Suite 400, Atlanta, GA, 30305
Get directionsHistory
Regulatory History (1)
Judgment / Lien
October 2006Other Business ActivitiesSells Insurance
Stuart is a partner at Peachtree Financial Group, where he sells life, disability, and long-term care insurance, investments, and annuities, dedicating about a quarter of his time. He is also a partner at Peachtree College Planning, spending about 10-20% of his time holding informational classes on college planning.
Employment History
Current Registrations
Waterloo Capital
Previous Registrations
Resurgent Advisors
The Fiduciary Alliance
Capital Asset Advisory Services, LLC
Hornor, Townsend & Kent, INC.
New England Securities Corporation
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.
Exams
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