Elizabeth Ann Watson
Investment adviser representative at Osaic Wealth, Inc.
10 yearsExperience
2 statesRegistered in
$234.9BFirm assets
29 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
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Wealth, Inc.Jun 2024 to now
- Securities America AdvisorsSep 2019 to Jun 2024
- Securities America, Inc.Dec 2018 to Jun 2024
- Questar Asset ManagementDec 2017 to Jul 2018
- Questar Capital CorporationNov 2017 to Dec 2018
- Ameritas Investment Corp.Jun 2017 to Nov 2017
- Capital Choice Financial ServicesJun 2016 to Nov 2017
- Ccf InvestmentsJun 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (CT, PA).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 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
- 6136712
- Firm CRD
- 23131