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Richard Kirvan Watson

MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, California
SIE, Series 3, Series 5, Series 7, Series 15, Series 24, Series 30, Series 63MELLON CAPITAL MANAGEMENT CORPORATION
50 FREMONT STREET, SAN FRANCISCO, CA 94105CRD# 1092717Firm CRD# 105764

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Kirvan Watson · SAN FRANCISCO, CA
Registration
CRD #1092717 · MELLON CAPITAL MANAGEMENT CORPORATION
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 5
Series 7
Series 15
Series 24
Series 30
Series 63
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
MELLON INVESTMENTS CORPORATION
CRD 105764 · SEC 801-19785
AUM
$674.2B
Regulatory assets under management
Employees
146
502 client accounts
Services offered by MELLON INVESTMENTS CORPORATION
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at MELLON INVESTMENTS CORPORATION →
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04

Frequently Asked Questions

What services does Richard Kirvan Watson offer?
Richard Kirvan Watson specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Richard Kirvan Watson's credentials?
Richard Kirvan Watson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Kirvan Watson located?
Richard Kirvan Watson is based in SAN FRANCISCO, California, working with MELLON CAPITAL MANAGEMENT CORPORATION. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Richard Kirvan Watson charge for services?
Richard Kirvan Watson's firm is compensated through percentage of aum, subscription fees, other: securities lending. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MELLON CAPITAL MANAGEMENT CORPORATION?
MELLON CAPITAL MANAGEMENT CORPORATION has approximately 146 employees and manages $674.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MELLON CAPITAL MANAGEMENT CORPORATION

Andrew John Pellegrino
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CFP
Eric Goodbar
SAN FRANCISCO, CA
CFA
Rose Ann Huening-Clark
SAN FRANCISCO, CA
David Dirks
SAN FRANCISCO, CA
James Desmond Mac Intyre
BOSTON, MA
Adam Brett Joffe
BOSTON, MA

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Research
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