Daniel
Watson

Capital Research & Consulting LLC

CRD#6586201
Investment Advisor
in Pasadena, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Daniel Watson is a financial advisor based out of Pasadena, California. Watson works at Capital Research & Consulting LLC. During their career, Watson has held roles at Capital Research & Consulting, LLC, Retired, Town Of Mammoth Lakes and Arroyo Investment Group, LLC. Watson is able to advise clients in California. Capital Research & Consulting LLC is an advisory business headquartered in Pasadena, CA. It has $6 billion in total assets among its 68 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. Capital Research & Consulting LLC provides a set of services, such as portfolio management for institutional clients and pension consulting services. A financial advisor's fees typically are based on which services are offered. Fee types billed by Capital Research & Consulting LLC likely are comprised of fixed and other fees.

Years Registered*

less than 1 year

Services Offered

Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Fixed Fees, Others

Office Location

15 S. Raymond Avenue Suite 200
Pasadena, CA 91105

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Capital Research & Consulting LLC Brokerage Details

Total Assets Under Management

$5,458,392,441

CA Average: $7,578,581,321
Total Number of Employees

8

CA Average: 43
Total Number of Accounts

68

CA Average: 3,727
Average Account Size

$80,270,477

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Daniel Watson Work History

Daniel has been registered as a financial advisor for 0 years.*

2017 - Present (7 years)

Arroyo Investment Group, LLC

2015 - Present (9 years)

Capital Research & Consulting, LLC

2014 - 2015 (1 year)

Retired

2010 - 2014 (4 years)

Town Of Mammoth Lakes

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Daniel Watson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Capital Research & Consulting LLC

Gabrielle Stapleton
Pasadena, CA
Daniel Watson
Pasadena, CA
Steven Gissiner
Pasadena, CA
Michael Haney
Pasadena, CA
Terrance Dunn
Pasadena, CA
Dylan Mosby
Cincinnati, OH
John Odell
Pasadena, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started