About Waterview Wealth Management.
Our story is rooted in a commitment to education and personalized service. As Prudential advisors, we formed a team early on in our practice, recognizing the value of collaboration and comprehensive planning. As the financial industry evolved, so did we. We rebranded ourselves as Waterview Wealth Management to better reflect our holistic approach and our partnership with other financial professionals.
At the heart of Waterview Wealth Management is our founder, Timothy Skwiot. With a career spanning over two decades, Tim has dedicated himself to helping clients pursue their financial goals since 2002. Named among the top advisors in 2024, Tim's journey in financial advising began much earlier, as a college intern with Prudential in 1996.
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General Information
Firm Start Year
Firm CRD#
8733
Name of Broker/Dealer
LPL Enterprise
Years of Experience in Financial Services
30
Number of Years with Current Firm
30
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, Money Management, Financial Planning for Individuals, Wealth Management
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 7, Series 63, Series 65
Insurance and Annuity Licenses
Variable Life, Long Term Care, Disability, Accident, Health, Life, Variable Annuity
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Based on Assets, Flat Fee, Commissions
Education
Bachelors of Science Business Administration - Accounting
Bryant Univerisity
09/01/1992 -5/18/1996
Disclosures
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LPL ADV 2A
https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf
Disclaimer
Securities and investment advisory services offered through LPL Enterprise (LPLE), a Registered Investment Advisor.Member FINRA & SIPC, and an affiliate of LPL Financial.
Prudential Advisors' is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (PICA) and its insurance company and other affiliates (collectively Prudential). Prudential Advisors financial professionals are licensed insurance agents of Prudential.
Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under Prudential Advisors. LPLE and LPL Financial are not affiliated with Waterview Wealth Management or Prudential.
The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.