Anthony Robert Watson
Investment adviser representative at Thrive Retirement Specialists
10 yearsExperience
3 statesRegistered in
CFA, CFP® certificationDesignations
$303.9MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Thrive Retirement Specialists L.L.CJul 2020 to now
- Origin FinancialOct 2021 to Apr 2022
- Portfolio Solutions, LLCJun 2012 to Oct 2020
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 3 states (CA, MI, TX).
Thrive Retirement Specialists
Legal name: Thrive Retirement Specialists L.L.C.
$303.9MAssets managed
70Clients
2Advisers
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
- 5682762
- Firm CRD
- 310289