Watson Management Associates, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
137908
Registered since
April 18, 2006

Firm profile

FINTRX

Overview

Watson Management Associates, LLC is organized as a limited liability company and has been registered with the SEC since 2006. The ownership is listed as individual and the firm is categorized as "Unclassified" in the available record. The snapshot data flags it as not serving as a capital allocator and not an active ESG investor; it is also not identified as a multi-state adviser, newly formed adviser, pension consultant, or a related adviser. The firm did not disclose specifics about its client segments, fee arrangements, core business activities, or the nature of its advisory services in the source material reviewed.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Michael Schilling

    Michael Schilling

    Chief Compliance OfficerCRD 2609624

Contacts

1 of 1
  • Patrick Watson

    PresidentCRD 3261927

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
161 Grand St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth