Ariel Irene elise Watson
Investment adviser representative at Allegheny Financial Group
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.6BFirm 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 assetsHourlyFixed or flat feeOther
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.
- Allegheny Financial GroupJan 2026 to now
- Allegheny Financial GroupMay 2021 to Dec 2025
- Partners Financial Group/managing General AgentsAug 2019 to Apr 2021
- N/aMay 2019 to Aug 2019
- Edward JonesJun 2018 to Aug 2018
- Penn State Behrend - Residence LifeAug 2017 to Aug 2019
- Pratt Insurance Agency (erie Insurance)Jun 2017 to Aug 2017
- Junior AchievementJan 2017 to May 2017
- Penn State BehrendAug 2015 to May 2019
- Penn State Housing & Food Services - BehrendAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Allegheny Financial Group
$5.6BAssets managed
3,971Clients
31Advisers
49 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
- 6943067
- Firm CRD
- 104690