Thomas
Watts

Watts Capital Partners LLC

CRD#2598112
Investment Advisor
in New York, NY
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About this Advisor

Thomas Watts is an investment advisor located in New York, New York. Currently an advisor at Watts Capital Partners LLC, they have accumulated 10 years of experience as a registered advisor. Watts maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Watts is able to advise customers based out of New Jersey. Watts has worked their complete career at Watts Capital Partners LLC. Watts Capital Partners LLC is headquartered in New York, New York. As a registered advisory firm, Watts Capital Partners LLC oversees $74 million in assets throughout 112 client accounts and employs seven staff members. The amount of assets the firm manages makes it one of the smaller investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 35% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Watts Capital Partners LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and publication of newsletters. The firm's fees may include asset-based, hourly and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Performance-based Fees

Disclosures

No

Office Location

1460 Broadway
New York, NY 10036

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Watts Capital Partners LLC Brokerage Details

Total Assets Under Management

$74,000,000

NY Average: $7,464,549,021
Total Number of Employees

7

NY Average: 88
Total Number of Accounts

112

NY Average: 3,892
Average Account Size

$660,714

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Publication of periodicals or newsletters

Thomas Watts Work History

Thomas has 10 years of experience.

2008 - Present (11 years)

Watts Capital Partners LLC (149049)

Disclosures

Thomas Watts has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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