Jeffrey Hughes Watson
Investment adviser representative at Rialto Wealth Management
10 yearsExperience
1 stateRegistered in
$625.9MFirm assets
4 yearsFirm in business
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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
Experience
10 years in the industry.
- Rialto Wealth ManagementAug 2023 to now
- Pinnacle Investments, LLCJan 2019 to Aug 2023
- TIAAMay 2016 to Nov 2018
- TIAA-CREF Individual & Institutional Services, LLCMay 2016 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (NY).
Rialto Wealth Management
Legal name: Rialto Wealth Management, LLC
$625.9MAssets managed
344Clients
8Advisers
4 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
- 5676423
- Firm CRD
- 319411