David
Watson
Montag & Caldwell, LLC
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About this Advisor
David Watson is a financial advisor based in Atlanta, Georgia, working with Montag & Caldwell, LLC. David has previously held a position at Montag & Caldwell, LLC. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Georgia and Texas. Currently, David is part of Montag & Caldwell, LLC, which operates out of Atlanta, Georgia. The firm has 17 employees and manages assets totaling $683.5 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Montag & Caldwell, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Montag & Caldwell, LLC Brokerage Details
$683,499,907
17
216
$3,164,351
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
David Watson Work History
Montag & Caldwell, LLC
Disclosures
Please visit the SEC profile of David 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 Montag & Caldwell, LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
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