Brant Watson, financial advisor Bethesda MD
70 score

Brant Watson

CRD Number: 5943973
Current Firm: Strategic Advisers, Inc.

Brant Watson (CRD# 5943973) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Bethesda, MD and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Bethesda, MD Feb 2014 - Current 2
Bank Of America, N.a. Washington Dc, DC Aug 2012 - Feb 2014 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington, DC Jun 2012 - Feb 2014 1
Morgan Stanley Smith Barney Washington, DC Jun 2011 - Jun 2012 1
Scott & White Healthcare Temple, TX Sep 2010 - Jun 2011 < 1
Tasc Temple, TX Aug 2010 - Jun 2011 < 1
Extended Travel Newcastle Upon Tyne, May 2010 - Aug 2010 < 1
Newcastle Science City Newcastle Upon Tyne, Jun 2009 - May 2010 < 1
Live Theatre Newcastle Upon Tyne, Oct 2008 - Oct 2009 1
Full Time Student/extended Travel Newcastle Upon Tyne, Aug 2008 - Oct 2008 < 1
Scott, Douglass & Mcconnico Austin, TX Jun 2006 - Aug 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Brant M. Watson
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
70

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