WATER STREET FINANCIAL LLC
CRD #314822 SEC #801-121720 WINCHESTER, VA 540-450-8351
SEC Registered
Total AUM
$147.3M
Discretionary
$116.7M
Employees
8
Clients
26
Accounts
542
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 17, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Reid, Jeffrey, Alan | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Reid, Jeffrey, Alan | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Reid, Jeffrey, Alan | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Reid, Jeffrey, Alan | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Reid, Jeffrey, Alan | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Reid, Jeffrey, Alan | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Reid, Jeffrey, Alan | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Reid, Jeffrey, Alan | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Reid, Jeffrey, Alan | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Reid, Jeffrey, Alan | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COTTERELL, CHRISTOPHER, STEPHEN | I | MANAGING PARTNER | D | Control |
| COTTERELL, CHRISTOPHER, STEPHEN | I | MANAGING PARTNER | D | Control |
| COTTERELL, CHRISTOPHER, STEPHEN | I | MANAGING PARTNER | D | Control |
| COTTERELL, CHRISTOPHER, STEPHEN | I | MANAGING PARTNER | D | Control |
| COTTERELL, CHRISTOPHER, STEPHEN | I | MANAGING PARTNER | D | Control |
| COTTERELL, CHRISTOPHER, STEPHEN | I | MANAGING PARTNER | D | Control |
| COTTERELL, CHRISTOPHER, STEPHEN | I | MANAGING PARTNER | D | Control |
| COTTERELL, CHRISTOPHER, STEPHEN | I | MANAGING PARTNER | D | Control |
| COTTERELL, CHRISTOPHER, STEPHEN | I | MANAGING PARTNER | D | Control |
| COTTERELL, CHRISTOPHER, STEPHEN | I | MANAGING PARTNER | D | Control |
| COTTERELL, CHRISTOPHER, STEPHEN | I | MANAGING PARTNER | D | Control |
| OATES, RYAN, CHARLES | I | MANAGING PARTNER | D | Control |
| OATES, RYAN, CHARLES | I | MANAGING PARTNER | D | Control |
| OATES, RYAN, CHARLES | I | MANAGING PARTNER | D | Control |
| OATES, RYAN, CHARLES | I | MANAGING PARTNER | D | Control |
| OATES, RYAN, CHARLES | I | MANAGING PARTNER | D | Control |
| OATES, RYAN, CHARLES | I | MANAGING PARTNER | D | Control |
| OATES, RYAN, CHARLES | I | MANAGING PARTNER | D | Control |
| OATES, RYAN, CHARLES | I | MANAGING PARTNER | D | Control |
| OATES, RYAN, CHARLES | I | MANAGING PARTNER | D | Control |
| OATES, RYAN, CHARLES | I | MANAGING PARTNER | D | Control |
| OATES, RYAN, CHARLES | I | CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER | D | Control |
Registrations
Federal
IA
Jul 17, 2023 REGISTERED
Notice Filings (3)
TX VA WV
Address
335 WESTSIDE STATION DRIVEWINCHESTER, VA 22601
United States
Phone: 540-450-8351