Claim Profile
RW

Robert Timothy Watson

WHITNELL & CO·OAK BROOK, Illinois
Unclaimed Profile
701 HARGER ROAD, OAK BROOK, IL 60523-1489CRD# 6083730Firm CRD# 104633
01

About

Robert Timothy Watson is a registered financial advisor based in OAK BROOK, Illinois, affiliated with WHITNELL & CO. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WHITNELL & CO
WHITNELL & CO
AUM
$1.2B
Regulatory assets under management
Employees
25
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6083730
Firm CRD# 104633
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in OAK BROOK?

Browse all registered financial advisors in OAK BROOK, Illinois or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Robert Timothy Watson offer?
Robert Timothy Watson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OAK BROOK, Illinois for a consultation.
What are Robert Timothy Watson's credentials?
Robert Timothy Watson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Timothy Watson located?
Robert Timothy Watson is based in OAK BROOK, Illinois, working with WHITNELL & CO. Their office serves clients in the OAK BROOK metropolitan area and surrounding communities.
How does Robert Timothy Watson charge for services?
Robert Timothy Watson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITNELL & CO?
WHITNELL & CO has approximately 25 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty