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Advisor

Christopher Smith

Waterside Investment Advisers · Sarasota, Florida

Christopher Smith is a fee-only financial advisor at Waterside Investment Advisers in Sarasota, Florida. Christopher charges a percentage of assets.

Percentage of assets Fee-only

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Facts

FirmWaterside Investment Advisers
Based in Sarasota, Florida
Fee modelPercentage of assets
Assets under management$3.8M across 13 accounts
SEC registration Investment adviser representative in FL · CRD 7267780
Exams passedSeries 65 (2020)
Firm size1 employee
Disclosures None reported
Websitewatersidefl.com

How Christopher's firm compares

  • Waterside Investment Advisers's average account is about $290,000, from its Form ADV (assets managed divided by 13 accounts).

What fee-only advisors charge in Florida

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Questions about Christopher

Is Christopher Smith a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Waterside Investment Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Christopher charge for financial advice?

Christopher charges a percentage of assets.

Where is Christopher Smith based?

Christopher Smith is based in Sarasota, Florida.

Is Christopher Smith registered with the SEC?

Yes. Christopher Smith is registered as an investment adviser representative in FL (CRD 7267780), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Waterside Investment Advisers manage?

Waterside Investment Advisers reports $3.8M across 13 accounts in assets under management.

How do I contact Christopher Smith?

Through Christopher's website, watersidefl.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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