AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
GF

Gary R. Fletcher

Some features on this profile are disabled
CRD#: 5452492
GF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gary Ryan Fletcher, who also goes by Gary Fletcher, Ryan Fletcher, was a registered financial professional .

Gary is a previously registered financial professional and started their career in finance in 2008. Gary had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Gary Fletcher | Ryan Fletcher

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 11, 2018 - September 16, 2019

WATERSTONE INVESTMENT COUNSEL, LLC

RIA
CRD#: 106639
CINCINNATI, OH
Past

January 29, 2018 - March 9, 2018

HORTER INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 119880
CINCINNATI, OH
Past

June 8, 2016 - August 9, 2017

INTERNATIONAL ASSETS ADVISORY, LLC

BD
CRD#: 10645
WEST CHESTER, OH
Past

June 6, 2016 - August 9, 2017

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 144426
LIBERTY TOWNSHIP, OH
Past

July 21, 2015 - April 20, 2016

CETERA ADVISORS LLC

RIA
CRD#: 10299
MASON, OH
Past

July 20, 2015 - April 20, 2016

CETERA ADVISORS LLC

BD
CRD#: 10299
MASON, OH
Past

March 26, 2008 - July 1, 2015

EDWARD JONES

RIA
CRD#: 250
CINCINNATI, OH
Past

January 7, 2008 - July 1, 2015

EDWARD JONES

BD
CRD#: 250
CINCINNATI, OH

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/24/2008
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


WI
WATERSTONE INVESTMENT COUNSEL, LLC
BULL GROUP ADVISORS LTD | WATERSTONE INVESTMENT COUNSEL, LLC

CRD#: 106639 / SEC#: 801-114090

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
9435 Waterstone Boulevard Suite 120, Cincinnati, OH 45249-8227
Mailing Address
Phone number
(513) 573-0440
Established
Firm type
Fiscal year end
# of Employees
3

Documents


Latest Form ADV

Part 2 Brochures

WATERSTONE INVESTMENT COUNSEL, LLC ADV PART 2 BROCHURE (3/15/2023)

Regulatory assets under management


Total Number of Accounts462
AUM (Assets Under Management)$ 140,720,552

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WATERSTONE INVESTMENT COUNSEL, LLC

CRD#: 106639

TRUST BUT VERIFY

Monitor Gary Fletcher

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics