Stuart Huckin
Stuart Huckin is a registered investment advisor at Waterloo Capital, based in Dallas, TX, with 15 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
2425 Cedar Springs Rd, Dallas, TX, 75201
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2023Other Business Activities
Stuart is a passive investor in Colorado Resources Oil & Gas Minerals since 2014, 55 Seventy LLC private wine storage since 2023, and HSCORE financial market application since 2025.
Employment History
Current Registrations
Waterloo Capital
Previous Registrations
Truist Investment Services, INC.Broker
Truist Advisory Services, INC.
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Usca RIA LLC
Usca Securities LLCBroker
Credit Suisse Securities (USA) LLC
Credit Suisse Securities (USA) LLCBroker
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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