Thomas Wynne Watts
Investment adviser representative at Watts Capital Partners LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$75MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Watts Capital Partners LLCMar 2026 to now
- Watts Capital, LLC / Karbone Capital Markets, LLCSep 2010 to Sep 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 1 state (NY).
Watts Capital Partners LLC
$75MAssets managed
67Clients
4Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2598112
- Firm CRD
- 149049