Katelyn Nicole Watts
Investment adviser representative at Halbert Hargrove
4 yearsExperience
1 stateRegistered in
$4.2BFirm assets
37 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
4 years in the industry.
- Halbert HargroveOct 2020 to now
- Stich and Feather Inc.Jun 2020 to Oct 2020
- California State University, Long BeachSep 2016 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Halbert Hargrove
Legal name: Halbert Hargrove Global Advisors, LLC
$4.2BAssets managed
1,518Clients
43Advisers
37 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
- 7703598
- Firm CRD
- 105515