Matthew Gardner Watson
Investment adviser representative at Wellth Advisory Services, LLC
17 yearsExperience
7 statesRegistered in
$26.7BFirm assets
2 yearsFirm in business
Are you Matthew Gardner Watson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Wellth Advisory Services, LLCJun 2024 to now
- LPL Financial LLCApr 2023 to now
- Global Retirement Partners, LLCApr 2023 to Jun 2024
- Kestra Advisory Services, LLCJul 2017 to Apr 2023
- Kestra Investment Services, LLCJul 2017 to Apr 2023
- Wells Fargo Clearing Services, LLCNov 2016 to Jul 2017
- Wells Fargo Advisors LLCMay 2009 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 7 states (CA, GA, MD, MI, NC, SC, VA).
Wellth Advisory Services, LLC
$26.7BAssets managed
3,887Clients
74Advisers
2 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
- 4019943
- Firm CRD
- 330537