Destra Capital Advisors LLC

Investment Advisor
in Bozeman, MT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Robert Watson is a certified financial planner operating out of Bozeman, Montana who has 7 years of relevant experience. Watson is an employee of Destra Capital Advisors LLC. During their career, Watson has held roles at Destra Capital Investments LLC and Destra Capital Advisors. Watson maintains a Series 63 license, which qualifies them as a securities representative, and is able to work in Colorado, Illinois and Tennessee. Destra Capital Advisors LLC is a company that has its headquarters in Bozeman, MT. It administers $188 million in assets between its three client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Destra Capital Advisors Llc offers portfolio management for investment companies. A financial advisor's fees depend on which services the firm provides the client. However, fee types billed by Destra Capital Advisors LLC typically consist of asset-based fees.

Certifications and Registrations


Years Registered*

7 years

Services Offered

Portfolio management for investment companies

Fee Structure

Percentage of Assets

Office Location

443 N. Willson Avenue
Bozeman, MT 59715

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.

Destra Capital Advisors LLC Brokerage Details

Total Assets Under Management


MT Average: $2,609,029,241
Total Number of Employees


MT Average: 66
Total Number of Accounts


MT Average: 6,076
Average Account Size


MT Average: $429,399

Investment Advisory Services

  • Portfolio management for investment companies

Robert Watson Work History

Robert has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Destra Capital Advisors

2011 - Present (13 years)

Destra Capital Investments LLC

*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.


Please visit the SEC profile of Robert 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 Destra Capital Advisors LLC

Kenneth Merritt
Bozeman, MT
Daniel Watnee
Bozeman, MT
Thomas Benton
Carlsbad, CA
David Tabone
Chesterbrook, PA
Rosa Valencia
Bozeman, MT
Robert Watson
Bozeman, MT
Eric Haines
Denver, CO
James Yount
Bozeman, MT

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

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