Michael Watson, financial advisor Abilene TX
90 score

Michael Watson

CRD Number: 5989034
Current Firm: Morgan Stanley

Michael Watson (CRD# 5989034) is an Investment Advisor Representative working at Morgan Stanley in Abilene, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Smith Barney Abilene, TX May 2012 - Current 4
Morgan Stanley Smith Barney Abilene, TX Oct 2011 - Feb 2012 < 1
Unemployed Abilene, TX May 2011 - Oct 2011 < 1
Farmers Insurance Lubbock, TX Jan 2011 - May 2011 < 1
Student N/a, TX Sep 1994 - May 2011 16
Abilene Independent School District Abilene, TX May 2007 - Aug 2007 < 1
Abilene Independent School District Abilene, TX May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
S65 NASAA Investment Advisors Law Examination Mar 2012
Contact Info for Michael B. Watson
Phone Number: 914-225-5510
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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