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Anthony Robert Watson

PORTFOLIO SOLUTIONS LLC·TROY, Michigan
Clean recordPORTFOLIO 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Anthony Robert Watson is a registered financial advisor based in TROY, Michigan, affiliated with PORTFOLIO SOLUTIONS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LIBERTY WEALTH ADVISORS, LLC
LIBERTY WEALTH ADVISORS, LLC
AUM
$1.8B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at LIBERTY WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5682762
Firm CRD# 107774
View on FINRA BrokerCheck →

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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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Other Advisors at PORTFOLIO SOLUTIONS LLC

Donald George Bennyhoff
NAPLES, FL
James Scott Gladney
NAPLES, FL
John Robert Bergmann
NAPLES, FL
Richard Alan Ferri
TROY, MI

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