Water Oak Advisors LLC
Legal Name: WATER OAK ADVISORS, LLC
Full Contact Details
Water Oak Advisors LLC
145 LINCOLN AVENUE, SUITE A, WINTER PARK, FL
407-567-2956
407-622-1799
Other Info
Water Oak Advisors LLC is a limited liability company based in Florida, with 13 employees, 8 of whom serve in advisory roles. While it is unknown how many clients the firm serves, the SEC has approved its status, with a registration date of August 3, 2006.
WaterOak Advisors | Fee-Only Investment Solutions
Enjoy the same investment sophistication and high touch service as the wealthiest investors in the country. Nationally recognized as a top advisor, our fee-only approach ensures that our advice is without conflict.
Direct Owners
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GREGORY JOSEPH MENDOZA
CHIEF COMPLIANCE OFFICER/MANAGER OF OPERATIONS owns less than 5%
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LANCE CLARKE LEMONS
PRESIDENT owns 75% or more
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SCOTT JOSEPH MACAIONE
HEAD OF ADVISORY SERVICES / PRINCIPAL owns more than 5% but less than 10%
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STEPHEN ARMFIELD CURLEY
CHIEF INVESTMENT OFFICER / PRINCIPAL owns more than 5% but less than 10%