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Anthony Robert Watson

PORTFOLIO SOLUTIONS LLC·TROY, Michigan
Series 7, Series 63Clean record10 years registeredPORTFOLIO SOLUTIONS LLC
900 WILSHIRE DRIVE, TROY, MI 48084-1664CRD# 5682762Firm CRD# 107774

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anthony Robert Watson · TROY, MI
Registration
CRD #5682762 · PORTFOLIO SOLUTIONS LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

THRIVE RETIREMENT SPECIALISTS
Sep 2020 – present
ORIGIN FINANCIAL
Oct 2021 – Apr 2022
Dearborn, MI
PORTFOLIO SOLUTIONS LLC
Nov 2015 – Nov 2020
Troy, MI
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · November 3, 2015
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
LIBERTY WEALTH ADVISORS, LLC
CRD 107774 · SEC 801-56681
AUM
$1.8B
Regulatory assets under management
Employees
14
2,090 client accounts
Services offered by LIBERTY WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at LIBERTY WEALTH ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Anthony Robert Watson offer?
Anthony Robert Watson specializes in Financial Planning, Investment Management. Contact their office in TROY, Michigan for a consultation.
What are Anthony Robert Watson's credentials?
Anthony Robert Watson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anthony Robert Watson located?
Anthony Robert Watson is based in TROY, Michigan, working with PORTFOLIO SOLUTIONS LLC. Their office serves clients in the TROY metropolitan area and surrounding communities.
How does Anthony Robert Watson charge for services?
Anthony Robert 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 PORTFOLIO SOLUTIONS LLC?
PORTFOLIO SOLUTIONS LLC has approximately 14 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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