Michael
George

Watts Capital Partners LLC

CRD#220914
Investment Advisor
in New York, NY

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About this Advisor

Michael George is a financial advisor based in New York, New York, working with Watts Capital Partners LLC. Michael has previously held positions at Global Arena Capital Corp and Watts Capital Partners LLC. Michael has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in New York. Currently, Michael is part of Watts Capital Partners LLC, which operates out of New York, New York. The firm has 5 employees and manages assets totaling $100.0 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Watts Capital Partners LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

New York, NY

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Watts Capital Partners LLC Brokerage Details

Total Assets Under Management

$100,038,726

Total Number of Employees

5

Total Number of Accounts

444

Average Account Size

$225,312

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Michael George Work History

2016 - Present (8 years)

Watts Capital Partners LLC

2009 - 2018 (9 years)

Global Arena Capital Corp

Disclosures

Please visit the SEC profile of Michael George 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 Watts Capital Partners LLC

Ty Buckelew
New York, NY
Sandra Turner
New York, NY
Franklin Waung
New York, NY
Michael George
New York, NY
Thomas Watts
New York, NY

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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