Matthew
Watson

Kestra Advisory Services, LLC

CRD#4019943
Investment Advisor
in Austin, TX
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About this Advisor

Matthew Watson is an advisor whose office is in Austin, Texas. Currently an investment advisor at Kestra Advisory Services, LLC, Watson has 19 years of experience in the financial advisory industry. Watson has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Watson is able to work with customers in South Carolina. During their career, Watson has held roles at Merrill Lynch, Wachovia Securities, Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Kestra Financial, Inc. Kestra Advisory Services, LLC is located in Austin, Texas, and operates out of 513 other offices across the nation. As a company, Kestra Advisory Services, LLC oversees $20 billion in assets across 75,277 client accounts and retains more than 1,231 people. The level of assets currently under the firm's management makes it one of the largest financial advisory firms in the United States. The firm manages 53,194 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 12% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Kestra Advisory Services, LLC offers financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

19 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

5707 Southwest Parkway Building 2, Suite 400
Austin, TX 78735

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Kestra Advisory Services, LLC Brokerage Details

Total Assets Under Management

$21,745,932,849

TX Average: $3,042,739,679
Total Number of Employees

1,291

TX Average: 49
Total Number of Accounts

81,360

TX Average: 2,315
Average Account Size

$267,280

TX Average: $1,314,358

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Investment Advisory Services

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

Matthew Watson Work History

Matthew has 19 years of experience.

2017 - Present (2 years)

Kestra Financial, Inc

2016 - 2017 (1 years)

Wells Fargo Clearing Services, LLC

2009 - 2009 (0 years)

Wachovia Securities

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

1999 - 2009 (10 years)

Merrill Lynch

Disclosures

Matthew Watson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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